PDFMonkey and ActiveCampaign Integration

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Automatically generate personalized PDFs with PDFMonkey from new ActiveCampaign contacts and emails, scaling your customer communication workflows using Latenode's affordable execution-based pricing and low-code visual editor.

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PDFMonkey

ActiveCampaign

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and ActiveCampaign

Create a New Scenario to Connect PDFMonkey and ActiveCampaign

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 PDFMonkey, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDFMonkey or ActiveCampaign will be your first step. To do this, click "Choose an app," find PDFMonkey or ActiveCampaign, 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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Run node once

Add the ActiveCampaign Node

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

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ActiveCampaign

Authenticate ActiveCampaign

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

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Configure the PDFMonkey and ActiveCampaign 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 PDFMonkey and ActiveCampaign 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, ActiveCampaign, 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 PDFMonkey and ActiveCampaign integration works as expected. Depending on your setup, data should flow between PDFMonkey and ActiveCampaign (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 ActiveCampaign

PDFMonkey + Google Sheets + ActiveCampaign: When a document is generated in PDFMonkey, the details are added to a Google Sheet for tracking. A contact note is then added in ActiveCampaign to record the document generation.

ActiveCampaign + PDFMonkey + PandaDoc: When a contact is updated in ActiveCampaign, a personalized contract is generated in PDFMonkey using the contact data. This document is then created as a draft document in PandaDoc for e-signature.

PDFMonkey and ActiveCampaign 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 ActiveCampaign

Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.

See how Latenode works

FAQ PDFMonkey and ActiveCampaign

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

To connect your PDFMonkey account to ActiveCampaign 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 ActiveCampaign accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically add ActiveCampaign contacts to generated PDFs?

Yes, you can! Latenode simplifies this with visual blocks. Automatically populate PDFMonkey PDFs with ActiveCampaign contact data, saving time and ensuring consistent branding.

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

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

  • Automatically generate contracts when a contact reaches a sales stage.
  • Create personalized welcome letters upon ActiveCampaign list subscription.
  • Archive generated invoices within ActiveCampaign contact profiles.
  • Update contact properties in ActiveCampaign with PDF data.
  • Send personalized PDF reports based on ActiveCampaign data segments.

How secure is PDFMonkey data handling inside Latenode?

Latenode employs robust encryption and security protocols to ensure your PDFMonkey data is processed and stored securely within your workflows.

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

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

  • Complex PDFMonkey templates may require adjusted data mapping configurations.
  • ActiveCampaign API rate limits can affect processing speed for large batches.
  • Real-time synchronization depends on the polling interval you configure.

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