Nimble and PDFMonkey Integration

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Automatically generate polished PDF documents from new Nimble contacts using Latenode’s visual editor, and affordably scale your document workflows with custom logic and JavaScript code.

Swap Apps

Nimble

PDFMonkey

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Nimble and PDFMonkey

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

Add the Nimble Node

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

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Configure the Nimble

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

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Run node once

Add the PDFMonkey Node

Next, click the plus (+) icon on the Nimble 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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Configure the Nimble 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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Run node once

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

PDFMonkey + Google Drive + Nimble: When a document is generated in PDFMonkey, store it in Google Drive and update the corresponding contact in Nimble with the document's link.

PDFMonkey + Nimble + Slack: When a document is generated in PDFMonkey, find the related contact in Nimble. Then, notify the sales team in Slack when a document is generated for a specific contact.

Nimble and PDFMonkey integration alternatives

About Nimble

Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.

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 Nimble and PDFMonkey

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

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

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

Can I automatically generate contracts upon new Nimble contact creation?

Yes, you can! Latenode allows seamless Nimble and PDFMonkey integration, automating contract generation. Triggered by new Nimble contacts, it saves time and ensures consistent document creation.

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

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

  • Automatically generating personalized proposals for new Nimble contacts.
  • Creating invoices in PDFMonkey when a deal is marked as won in Nimble.
  • Archiving contact information from Nimble into secure PDF documents.
  • Generating welcome packets for new clients added in Nimble.
  • Updating existing PDF documents with data changes from Nimble records.

Can I use JavaScript functions within the Nimble + PDFMonkey workflow?

Yes! Latenode allows custom JavaScript code, enabling advanced data manipulation and logic beyond simple field mapping for your integrations.

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

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

  • Complex PDFMonkey template designs may require advanced configuration.
  • Real-time updates depend on the polling interval configured in Latenode.
  • The number of PDF documents generated is limited by your PDFMonkey plan.

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