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How to connect Monday and PDF.co
Create a New Scenario to Connect Monday and PDF.co
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or PDF.co will be your first step. To do this, click "Choose an app," find Monday or PDF.co, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the PDF.co Node
Next, click the plus (+) icon on the Monday node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
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Authenticate PDF.co
Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.
Configure the Monday and PDF.co 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 Monday and PDF.co Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Monday, PDF.co, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Monday and PDF.co integration works as expected. Depending on your setup, data should flow between Monday and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and PDF.co
Monday + PDF.co + Slack: When a specific column in a Monday board is updated, trigger the creation of a PDF document using PDF.co. Then, post the generated PDF to a specified Slack channel.
PDF.co + Google Drive + Monday: Automatically save processed PDFs from PDF.co to a specific folder in Google Drive. After saving the PDF, update a designated column in a Monday board with the Google Drive file link.
Monday and PDF.co integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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FAQ Monday and PDF.co
How can I connect my Monday account to PDF.co using Latenode?
To connect your Monday account to PDF.co on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and PDF.co accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from Monday sales data?
Yes, you can! Latenode allows you to automatically generate and store PDF invoices using Monday data, simplifying your financial workflows with no-code automation.
What types of tasks can I perform by integrating Monday with PDF.co?
Integrating Monday with PDF.co allows you to perform various tasks, including:
- Automatically generate PDF reports based on Monday project data.
- Convert Monday task updates into shareable PDF documents.
- Extract data from PDFs and update Monday project boards.
- Create watermarks on documents generated from Monday automations.
- Archive Monday data as searchable PDF files for compliance.
How secure is Monday data handled within Latenode?
Latenode employs advanced encryption and secure data handling protocols to ensure the confidentiality and integrity of your Monday data at all times.
Are there any limitations to the Monday and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF layouts might require custom JavaScript adjustments.
- Large PDF files may impact workflow execution time.
- Rate limits of Monday and PDF.co APIs still apply.
