PDF.co and Monday Integration

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Automatically parse PDF documents with PDF.co and update your Monday boards in real time. Latenode’s visual editor and affordable execution pricing makes document processing and project tracking effortless. Scale document workflows with ease.

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PDF.co

Monday

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDF.co and Monday

Create a New Scenario to Connect PDF.co and Monday

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 PDF.co, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDF.co or Monday will be your first step. To do this, click "Choose an app," find PDF.co or Monday, and select the appropriate trigger to start the scenario.

Add the PDF.co Node

Select the PDF.co node from the app selection panel on the right.

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PDF.co

Configure the PDF.co

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

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Connect PDF.co

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Run node once

Add the Monday Node

Next, click the plus (+) icon on the PDF.co node, select Monday from the list of available apps, and choose the action you need from the list of nodes within Monday.

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Authenticate Monday

Now, click the Monday node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Monday settings. Authentication allows you to use Monday through Latenode.

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Connect Monday

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Run node once

Configure the PDF.co and Monday 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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Monday Oauth 2.0

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The action ID

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Run node once

Set Up the PDF.co and Monday 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 PDF.co, Monday, 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 PDF.co and Monday integration works as expected. Depending on your setup, data should flow between PDF.co and Monday (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect PDF.co and Monday

PDF.co + Monday + Google Drive: When a PDF is processed by PDF.co, archive it to a specified Google Drive folder. Then, update a corresponding Monday.com item with a link to the archived file.

Monday + PDF.co + Slack: When a specific column in a Monday.com task is updated (e.g., marked as 'complete'), use PDF.co to create a summary report based on the task data. Then, send the report as a message to a Slack channel.

PDF.co and Monday integration alternatives

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.

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.

See how Latenode works

FAQ PDF.co and Monday

How can I connect my PDF.co account to Monday using Latenode?

To connect your PDF.co account to Monday on Latenode, follow these steps:

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

Can I automatically update Monday with data extracted from PDFs?

Yes! Latenode lets you parse PDFs with PDF.co and update Monday with the extracted data automatically. Automate document processing & keep your Monday boards current effortlessly.

What types of tasks can I perform by integrating PDF.co with Monday?

Integrating PDF.co with Monday allows you to perform various tasks, including:

  • Automatically create Monday items from parsed PDF invoice data.
  • Update Monday columns with values extracted from contracts.
  • Generate PDF reports from Monday data and store them securely.
  • Create tasks in Monday when a new PDF is uploaded to PDF.co.
  • Archive PDFs in a designated folder after updating Monday.

Can I use JavaScript code to customize the PDF.co and Monday integration?

Yes! Latenode’s JavaScript blocks let you add custom logic and data transformations to your PDF.co and Monday workflows for ultimate flexibility.

Are there any limitations to the PDF.co and Monday integration on Latenode?

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

  • Complex PDF parsing may require custom JavaScript for optimal accuracy.
  • Monday API rate limits apply depending on your Monday plan.
  • Latenode’s free tier has usage limits that may affect high-volume workflows.

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