PDFMonkey and Bitrix24 Integration

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Automatically generate polished contracts in PDFMonkey and deliver them directly into Bitrix24 deals upon status changes. Latenode's no-code editor and affordable pricing make scaling document automation simple.

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PDFMonkey

Bitrix24

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Bitrix24

Create a New Scenario to Connect PDFMonkey and Bitrix24

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 Bitrix24 will be your first step. To do this, click "Choose an app," find PDFMonkey or Bitrix24, 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

Run node once

Add the Bitrix24 Node

Next, click the plus (+) icon on the PDFMonkey node, select Bitrix24 from the list of available apps, and choose the action you need from the list of nodes within Bitrix24.

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PDFMonkey

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Bitrix24

Authenticate Bitrix24

Now, click the Bitrix24 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bitrix24 settings. Authentication allows you to use Bitrix24 through Latenode.

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PDFMonkey

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Bitrix24

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Sign In

Run node once

Configure the PDFMonkey and Bitrix24 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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Bitrix24 Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the PDFMonkey and Bitrix24 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, Bitrix24, 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 Bitrix24 integration works as expected. Depending on your setup, data should flow between PDFMonkey and Bitrix24 (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 Bitrix24

PDFMonkey + Bitrix24 + PandaDoc: Generate contracts in PDFMonkey when a new deal is created in Bitrix24. Then, send the generated document for e-signature via PandaDoc.

Bitrix24 + PDFMonkey + Airtable: When a new lead is created in Bitrix24, automatically generate a tailored proposal in PDFMonkey. Record both the lead details and generated proposal in Airtable.

PDFMonkey and Bitrix24 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 Bitrix24

Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.

See how Latenode works

FAQ PDFMonkey and Bitrix24

How can I connect my PDFMonkey account to Bitrix24 using Latenode?

To connect your PDFMonkey account to Bitrix24 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 Bitrix24 accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Bitrix24 contacts with generated PDFs?

Yes, using Latenode, you can automatically update Bitrix24 contacts with PDFMonkey documents. This saves time, eliminates manual data entry, and improves data consistency across systems.

What types of tasks can I perform by integrating PDFMonkey with Bitrix24?

Integrating PDFMonkey with Bitrix24 allows you to perform various tasks, including:

  • Automatically generating contracts when a new deal is created in Bitrix24.
  • Creating personalized invoices in PDFMonkey and storing them within a Bitrix24 contact.
  • Generating reports from Bitrix24 data using PDFMonkey templates.
  • Automatically sending personalized PDF marketing materials based on Bitrix24 segments.
  • Archiving generated PDF documents to a Bitrix24 drive for centralized access.

HowsecureisthePDFMonkeyintegrationonLatenodewithsensitiveBitrix24data?

Latenode uses secure encryption protocols to protect your data during PDFMonkey and Bitrix24 integration, ensuring data privacy and compliance.

Are there any limitations to the PDFMonkey and Bitrix24 integration on Latenode?

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

  • Complex PDFMonkey templates might require adjustments for optimal data mapping.
  • Bitrix24 plan limits can affect the number of API calls available for integration.
  • Large PDF generation volumes may require optimizing Latenode workflow execution.

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