Motion and PDFMonkey Integration

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Automatically generate branded PDF contracts from new tasks in Motion using Latenode. Easily customize document creation workflows with JavaScript and benefit from affordable execution-based pricing.

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Motion

PDFMonkey

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Motion and PDFMonkey

Create a New Scenario to Connect Motion 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 Motion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Motion or PDFMonkey will be your first step. To do this, click "Choose an app," find Motion or PDFMonkey, and select the appropriate trigger to start the scenario.

Add the Motion Node

Select the Motion node from the app selection panel on the right.

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Motion

Configure the Motion

Click on the Motion node to configure it. You can modify the Motion URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Motion

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Connect Motion

Sign In

Run node once

Add the PDFMonkey Node

Next, click the plus (+) icon on the Motion 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.

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Connect PDFMonkey

Sign In

Run node once

Configure the Motion 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.

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PDFMonkey Oauth 2.0

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The action ID

Run node once

Set Up the Motion 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 Motion, 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 Motion and PDFMonkey integration works as expected. Depending on your setup, data should flow between Motion 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 Motion and PDFMonkey

Motion + PDFMonkey + Google Calendar: When a new task is created in Motion, generate a PDF document using PDFMonkey. Then, create an event in Google Calendar with a link to the generated PDF.

PDFMonkey + Motion + Slack: When a document is generated in PDFMonkey, search for tasks in Motion and send a message to a Slack channel to alert the video team.

Motion and PDFMonkey integration alternatives

About Motion

Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.

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.

See how Latenode works

FAQ Motion and PDFMonkey

How can I connect my Motion account to PDFMonkey using Latenode?

To connect your Motion account to PDFMonkey on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Motion and click on "Connect".
  • Authenticate your Motion and PDFMonkey accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically generate invoices when project phases are completed?

Yes, you can! Latenode lets you trigger PDFMonkey from Motion using no-code. Automatically generate and send invoices as tasks reach 'completed' in Motion, saving time and improving billing accuracy.

What types of tasks can I perform by integrating Motion with PDFMonkey?

Integrating Motion with PDFMonkey allows you to perform various tasks, including:

  • Automatically creating project summary reports when projects are completed.
  • Generating contracts for new clients added to Motion task lists.
  • Creating personalized welcome packets for new team members tracked in Motion.
  • Archiving completed project documents as PDF files.
  • Generating invoices from Motion tasks and sending them via PDFMonkey.

How does Latenode handle Motion API rate limits when generating PDFs?

Latenode’s advanced queueing and error handling automatically manage Motion API rate limits, ensuring smooth PDF generation without interruption.

Are there any limitations to the Motion and PDFMonkey integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex PDF templates in PDFMonkey may require advanced configuration.
  • Large-scale PDF generation from Motion may require optimized workflow design.
  • Real-time updates between Motion and generated PDFs are not supported.

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