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Automatically generate polished contracts or personalized welcome letters upon closing a deal in NoCRM by linking it to PDFMonkey. Latenode’s visual editor and affordable pricing make complex document workflows simple, scalable, and cost-effective.
Connect NoCRM and PDFMonkey in minutes with Latenode.
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Create a New Scenario to Connect NoCRM 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or PDFMonkey will be your first step. To do this, click "Choose an app," find NoCRM or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
NoCRM
Add the PDFMonkey Node
Next, click the plus (+) icon on the NoCRM node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
NoCRM
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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 NoCRM 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 NoCRM 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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NoCRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring NoCRM, 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 NoCRM and PDFMonkey integration works as expected. Depending on your setup, data should flow between NoCRM and PDFMonkey (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NoCRM + PDFMonkey + Google Drive: When a deal reaches a specific stage in NoCRM, a document is automatically generated in PDFMonkey. This generated document is then saved to a specified folder in Google Drive.
PDFMonkey + NoCRM + Slack: When a new PDF contract is generated via PDFMonkey, the system finds the associated deal in NoCRM and sends a notification to a Slack channel, informing sales reps about the new contract and the linked deal.
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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 NoCRM account to PDFMonkey using Latenode?
To connect your NoCRM account to PDFMonkey on Latenode, follow these steps:
Can I automatically generate contracts after closing a deal?
Yes! Latenode allows you to trigger PDFMonkey to create contracts automatically when a deal is closed in NoCRM, saving time and ensuring consistency across all documents.
What types of tasks can I perform by integrating NoCRM with PDFMonkey?
Integrating NoCRM with PDFMonkey allows you to perform various tasks, including:
How does Latenode handle NoCRM data transformations?
Latenode allows seamless data transformation using no-code blocks or JavaScript, ensuring NoCRM data is perfectly formatted for PDFMonkey templates.
Are there any limitations to the NoCRM and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: