PDFMonkey and Apollo Integration

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Automatically generate personalized contracts from Apollo lead data with PDFMonkey, then scale your outreach using Latenode's affordable execution pricing and low-code visual editor.

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PDFMonkey

Apollo

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Apollo

Create a New Scenario to Connect PDFMonkey and Apollo

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 Apollo will be your first step. To do this, click "Choose an app," find PDFMonkey or Apollo, 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 Apollo Node

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

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Authenticate Apollo

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

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

PDFMonkey + Slack: When a document is generated in PDFMonkey, a notification is automatically sent to a specified Slack channel to inform the sales team.

Apollo + PDFMonkey + Google Sheets: When a new contact is created in Apollo, a PDF document is generated using PDFMonkey, and a new row is added to a Google Sheet with the contact details.

PDFMonkey and Apollo 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 Apollo

Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.

See how Latenode works

FAQ PDFMonkey and Apollo

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

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

Can I automatically generate personalized contracts after a deal closes?

Yes, you can! Latenode lets you use Apollo deal data to dynamically populate PDFMonkey templates, creating personalized contracts automatically. Save time and ensure accuracy.

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

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

  • Automatically generating contracts when a new opportunity is created in Apollo.
  • Creating personalized welcome letters for new Apollo contacts using PDFMonkey.
  • Generating invoices from Apollo deal data and storing them in PDFMonkey.
  • Updating contact information in PDFMonkey documents based on Apollo data changes.
  • Creating reports on deal closures and storing them as PDFs using PDFMonkey.

Can I use JavaScript to customize PDF creation within Latenode?

Yes! Latenode allows you to use JavaScript to manipulate data and customize PDFMonkey's document generation process for advanced workflows.

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

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

  • Complex PDFMonkey templates may require significant Latenode resource consumption.
  • Real-time updates between Apollo and PDFMonkey are subject to API rate limits.
  • Handling extremely large datasets from Apollo might require optimized workflows.

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