PDFMonkey and 7todos Integration

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Swap Apps

PDFMonkey

7todos

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and 7todos

Create a New Scenario to Connect PDFMonkey and 7todos

In the workspace, click the β€œCreate 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 PDFMonkey, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDFMonkey or 7todos will be your first step. To do this, click "Choose an app," find PDFMonkey or 7todos, and select the appropriate trigger to start the scenario.

Add the PDFMonkey Node

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

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PDFMonkey

Configure the PDFMonkey

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

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Connect PDFMonkey

Sign In
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Run node once

Add the 7todos Node

Next, click the plus (+) icon on the PDFMonkey node, select 7todos from the list of available apps, and choose the action you need from the list of nodes within 7todos.

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Authenticate 7todos

Now, click the 7todos node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 7todos settings. Authentication allows you to use 7todos through Latenode.

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Connect 7todos

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Configure the PDFMonkey and 7todos 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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The action ID

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Run node once

Set Up the PDFMonkey and 7todos 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 PDFMonkey, 7todos, 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 β€œRun once” and triggering an event to check if the PDFMonkey and 7todos integration works as expected. Depending on your setup, data should flow between PDFMonkey and 7todos (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect PDFMonkey and 7todos

PDFMonkey + 7todos + Slack: When a document is generated in PDFMonkey, a task is created in 7todos to review the document. A notification is then sent to a Slack channel to inform the team about the new task.

7todos + PDFMonkey + Google Drive: When a task is completed in 7todos, PDFMonkey generates a document, and the document is saved to Google Drive for record-keeping and access.

PDFMonkey and 7todos integration alternatives

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.

About 7todos

Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.

See how Latenode works

FAQ PDFMonkey and 7todos

How can I connect my PDFMonkey account to 7todos using Latenode?

To connect your PDFMonkey account to 7todos on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select PDFMonkey and click on "Connect".
  • Authenticate your PDFMonkey and 7todos accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create tasks from generated PDF documents?

Yes, you can! Latenode lets you parse PDFMonkey output and use AI to summarize the content, automatically creating tasks in 7todos. Stay organized and never miss a follow-up.

What types of tasks can I perform by integrating PDFMonkey with 7todos?

Integrating PDFMonkey with 7todos allows you to perform various tasks, including:

  • Create a new task in 7todos when a PDF document is successfully generated.
  • Update a 7todos task status upon receiving a PDFMonkey document completion notification.
  • Add comments to a 7todos task with a link to the newly created PDF document.
  • Generate project reports in PDFMonkey based on completed tasks in 7todos.
  • Trigger PDF document generation when a new task is assigned in 7todos.

What kind of PDFMonkey templates can I use within Latenode?

Latenode supports all PDFMonkey templates. Dynamically populate templates with data from 7todos for personalized documents.

Are there any limitations to the PDFMonkey and 7todos integration on Latenode?

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

  • Complex PDFMonkey template logic may require custom JavaScript nodes in Latenode.
  • The number of PDF generations is limited by your PDFMonkey subscription plan.
  • Real-time updates from PDFMonkey to 7todos depend on the polling interval configured.

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