PDFMonkey and Brilliant Directories Integration

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Automatically generate branded contracts when new members join your Brilliant Directories site by connecting it to PDFMonkey. Latenode offers affordable, scalable automation with the flexibility of adding custom JavaScript logic for advanced document handling.

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PDFMonkey

Brilliant Directories

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Brilliant Directories

Create a New Scenario to Connect PDFMonkey and Brilliant Directories

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

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Run node once

Add the Brilliant Directories Node

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

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PDFMonkey

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Authenticate Brilliant Directories

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

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Run node once

Configure the PDFMonkey and Brilliant Directories 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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Brilliant Directories Oauth 2.0

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The action ID

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Run node once

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

Brilliant Directories + PDFMonkey + Google Drive: When a new user signs up on Brilliant Directories, a PDF contract is automatically generated using PDFMonkey and then stored in a specific folder in Google Drive.

Stripe + PDFMonkey + Brilliant Directories: Upon successful membership payment via Stripe, a branded welcome PDF is automatically generated using PDFMonkey and can be used to update user details in Brilliant Directories.

PDFMonkey and Brilliant Directories 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 Brilliant Directories

Orchestrate Brilliant Directories data within Latenode to automate member management and content workflows. Sync directory listings with CRMs, trigger email sequences based on membership changes, or automate content moderation. Extend directory features with Latenode's AI tools and custom JavaScript actions.

See how Latenode works

FAQ PDFMonkey and Brilliant Directories

How can I connect my PDFMonkey account to Brilliant Directories using Latenode?

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

Can I automatically generate invoices for new members?

Yes, you can! Latenode allows you to trigger PDFMonkey to create invoices when new members join Brilliant Directories, automating billing and saving time. Add custom logic and AI as needed.

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

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

  • Automatically generate welcome letters for new Brilliant Directories members.
  • Create personalized membership certificates using PDFMonkey templates.
  • Generate contracts upon membership upgrade events.
  • Archive member data from Brilliant Directories into secure PDFs.
  • Automate report generation on membership statistics using PDFMonkey.

How can I customize PDFMonkey templates with Brilliant Directories data?

Latenode allows you to map Brilliant Directories fields directly into your PDFMonkey templates using its visual interface and custom JavaScript blocks for advanced formatting.

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

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

  • Complex PDFMonkey template logic may require custom JavaScript within Latenode.
  • Rate limits of both PDFMonkey and Brilliant Directories APIs apply.
  • Real-time data synchronization depends on API availability and response times.

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