PDFMonkey and Avaza Integration

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Automatically generate polished client invoices in PDFMonkey from new Avaza project time entries and send them for approval using Latenode's affordable, execution-based pricing and visual editor.

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PDFMonkey

Avaza

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Avaza

Create a New Scenario to Connect PDFMonkey and Avaza

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 Avaza will be your first step. To do this, click "Choose an app," find PDFMonkey or Avaza, 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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Sign In

Run node once

Add the Avaza Node

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

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Authenticate Avaza

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

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Sign In

Run node once

Configure the PDFMonkey and Avaza 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

Run node once

Set Up the PDFMonkey and Avaza 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, Avaza, 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 Avaza integration works as expected. Depending on your setup, data should flow between PDFMonkey and Avaza (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 Avaza

PDFMonkey + Avaza + Google Drive: When a document is generated in PDFMonkey, it is uploaded to a specified folder in Google Drive. The Google Drive file URL and document details are then used to create a new invoice in Avaza.

Avaza + PDFMonkey + Slack: When a new event occurs in Avaza (such as a project stage change), a document is generated in PDFMonkey containing a status report. This report is then sent as a message to a specified Slack channel to notify stakeholders.

PDFMonkey and Avaza 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 Avaza

Automate project management with Avaza in Latenode. Create flows that sync tasks, track time, and manage expenses automatically. Use Latenode's visual editor to tailor Avaza workflows and connect them to other apps. Streamline reporting and billing cycles with no-code logic and custom scripts for efficient project oversight.

See how Latenode works

FAQ PDFMonkey and Avaza

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

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

Can I automatically generate invoices from Avaza project data?

Yes, you can! Latenode’s visual editor makes it easy to map Avaza project data to PDFMonkey templates for automated invoice generation, saving time and improving accuracy.

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

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

  • Automatically generating contracts upon project creation in Avaza.
  • Creating personalized client reports from Avaza data using PDFMonkey templates.
  • Archiving finalized Avaza invoices as PDFs in a designated cloud storage.
  • Sending automated welcome letters with project details upon onboarding a new client.
  • Generating project summaries as PDFs and attaching them to Avaza tasks.

How do I handle errors when generating PDFs in Latenode using PDFMonkey?

Latenode provides robust error handling. You can set up alerts and trigger actions on failures, ensuring reliable PDF generation and data integrity.

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

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

  • Complex PDFMonkey template logic might require advanced JavaScript knowledge.
  • Rate limits of both PDFMonkey and Avaza APIs can affect performance at high volumes.
  • Real-time data synchronization depends on the polling interval selected.

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