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Automatically generate polished documents from Microsoft SharePoint Online data using PDFMonkey. Latenode's visual editor and affordable pricing let you build customized workflows without code. Scale document automation using custom JavaScript and API integrations.
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Create a New Scenario to Connect Microsoft SharePoint Online and PDFMonkey
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft SharePoint Online, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft SharePoint Online or PDFMonkey will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the Microsoft SharePoint Online Node
Select the Microsoft SharePoint Online node from the app selection panel on the right.
Microsoft SharePoint Online
Configure the Microsoft SharePoint Online
Click on the Microsoft SharePoint Online node to configure it. You can modify the Microsoft SharePoint Online URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the PDFMonkey Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
Microsoft SharePoint Online
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PDFMonkey
Authenticate PDFMonkey
Now, click the PDFMonkey node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDFMonkey settings. Authentication allows you to use PDFMonkey through Latenode.
Configure the Microsoft SharePoint Online and PDFMonkey Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Microsoft SharePoint Online and PDFMonkey Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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PDFMonkey
Trigger on Webhook
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Microsoft SharePoint Online
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Microsoft SharePoint Online, PDFMonkey, and any additional nodes, donโt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking โRun onceโ and triggering an event to check if the Microsoft SharePoint Online and PDFMonkey integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and PDFMonkey (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Microsoft SharePoint Online + PDFMonkey + Microsoft Teams: When a file is uploaded to SharePoint, a PDF document is generated using PDFMonkey. A message is then sent to a designated Teams channel with a link to the generated PDF.
PDFMonkey + Docparser + Microsoft SharePoint Online: When a document is generated in PDFMonkey, Docparser extracts data from it. This data is then uploaded to a specified SharePoint document library, updating lists and document libraries.
About Microsoft SharePoint Online
Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.
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About PDFMonkey
Use PDFMonkey in Latenode to automate document creation from templates. Populate PDFs with data from any app (CRM, database, etc.) via API. Latenode lets you trigger PDF generation based on events, archive documents, and send them automatically. Simplify reporting and document workflows with no-code or custom code.
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How can I connect my Microsoft SharePoint Online account to PDFMonkey using Latenode?
To connect your Microsoft SharePoint Online account to PDFMonkey on Latenode, follow these steps:
Can I automatically archive SharePoint files as PDFs using PDFMonkey?
Yes, easily! Latenode allows powerful workflows to automate PDF generation and archival. Benefit from no-code blocks, JavaScript functions, or AI to tailor your archiving perfectly.
What types of tasks can I perform by integrating Microsoft SharePoint Online with PDFMonkey?
Integrating Microsoft SharePoint Online with PDFMonkey allows you to perform various tasks, including:
Can Latenode handle large files from Microsoft SharePoint Online?
Yes! Latenode is designed for efficient file handling, easily processing large files from Microsoft SharePoint Online by leveraging its robust infrastructure and scalable design.
Are there any limitations to the Microsoft SharePoint Online and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: