PDFMonkey and Businessmap Integration

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Automatically generate polished documents in PDFMonkey from Businessmap task updates, streamlining project reporting. Latenode's visual editor and affordable pricing let you create sophisticated workflows without complex coding or escalating costs.

Swap Apps

PDFMonkey

Businessmap

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Businessmap

Create a New Scenario to Connect PDFMonkey and Businessmap

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 Businessmap will be your first step. To do this, click "Choose an app," find PDFMonkey or Businessmap, 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
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Run node once

Add the Businessmap Node

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

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Businessmap

Authenticate Businessmap

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

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Run node once

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

PDFMonkey + Businessmap + Slack: When a new contract PDF is generated in PDFMonkey, a task is created in Businessmap to review the contract. The legal team is then notified in Slack about the new task.

Businessmap + PDFMonkey + Google Drive: When a card (representing a project stage) is updated in Businessmap, generate a status report PDF using PDFMonkey and save it to a designated folder in Google Drive.

PDFMonkey and Businessmap 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 Businessmap

Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.

See how Latenode works

FAQ PDFMonkey and Businessmap

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

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

Can I automatically create Businessmap cards from new PDFMonkey documents?

Yes, you can! With Latenode, automate card creation in Businessmap whenever a new document is generated in PDFMonkey. Latenode handles parsing and data transfer seamlessly, saving you time and effort.

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

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

  • Automatically generate invoices in PDFMonkey based on Businessmap data.
  • Update Businessmap cards when a PDF document is signed.
  • Create project reports in PDFMonkey and store them within Businessmap.
  • Trigger document generation from Businessmap workflow stage changes.
  • Archive completed project documentation from PDFMonkey to Businessmap.

Howsecureisdata transferbetweenPDFMonkeyandBusinessmap?

Latenode uses secure connections and encryption for all data transfers between PDFMonkey and Businessmap, ensuring your data remains protected during automation.

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

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

  • Complex PDFMonkey template logic might require custom JavaScript code.
  • Rate limits from PDFMonkey and Businessmap APIs still apply.
  • Real-time updates depend on the polling interval configured in Latenode.

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