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How to connect Monday and PDFMonkey
Create a New Scenario to Connect Monday and PDFMonkey
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 PDFMonkey will be your first step. To do this, click "Choose an app," find Monday or PDFMonkey, 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 PDFMonkey Node
Next, click the plus (+) icon on the Monday node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
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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 Monday 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 Monday and PDFMonkey 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, PDFMonkey, 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 PDFMonkey integration works as expected. Depending on your setup, data should flow between Monday and PDFMonkey (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 PDFMonkey
Monday + PDFMonkey + Slack: When a specific column in Monday is updated, a PDF document is generated using PDFMonkey. A message containing a link to the generated document is then sent to a dedicated Slack channel.
Monday + PDFMonkey + Google Drive: When a PDF document is generated in PDFMonkey, the automation finds the relevant folder in Google Drive based on data from a connected Monday project. The document is then uploaded to that folder.
Monday and PDFMonkey 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 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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See how Latenode works
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FAQ Monday and PDFMonkey
How can I connect my Monday account to PDFMonkey using Latenode?
To connect your Monday account to PDFMonkey 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 PDFMonkey accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices from Monday sales data?
Yes! Latenode’s visual editor makes it simple to link Monday data to PDFMonkey, automating invoice creation. Save time and ensure accuracy by dynamically populating PDFs.
What types of tasks can I perform by integrating Monday with PDFMonkey?
Integrating Monday with PDFMonkey allows you to perform various tasks, including:
- Automatically generate contracts when a new deal is created in Monday.
- Create personalized reports from Monday data and send them via PDFMonkey.
- Generate certificates upon task completion in Monday.
- Archive Monday project updates into a single PDF document using PDFMonkey.
- Dynamically populate PDF templates with Monday data for client onboarding.
How does Latenode handle complex Monday data for PDF generation?
Latenode supports advanced data transformation. Use JavaScript blocks to format Monday data before sending it to PDFMonkey for accurate output.
Are there any limitations to the Monday and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- PDFMonkey template complexity can impact processing time within Latenode.
- Large Monday datasets might require optimization for efficient PDF generation.
- Real-time updates from Monday to PDFMonkey depend on Monday's API rate limits.
