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Automatically generate customized contracts in PDFMonkey from won opportunities in Close CRM. Latenode's visual editor and affordable execution pricing make complex document workflows easier than ever.
Connect PDFMonkey and Close CRM in minutes with Latenode.
Create PDFMonkey to Close CRM workflow
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Automate your workflow
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PDFMonkey
Close CRM
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Create a New Scenario to Connect PDFMonkey and Close CRM
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 Close CRM will be your first step. To do this, click "Choose an app," find PDFMonkey or Close CRM, 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.
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.
Add the Close CRM Node
Next, click the plus (+) icon on the PDFMonkey node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
PDFMonkey
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Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the PDFMonkey and Close CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the PDFMonkey and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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PDFMonkey
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PDFMonkey, Close CRM, 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 Close CRM integration works as expected. Depending on your setup, data should flow between PDFMonkey and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PDFMonkey + Close CRM + Google Drive: When a document is generated in PDFMonkey, it will be uploaded to Google Drive. A link to the document in Google Drive will then be added to the relevant lead in Close CRM.
Close CRM + PDFMonkey + PandaDoc: When a lead status changes in Close CRM, a personalized contract is generated in PDFMonkey and a welcome package document is created in PandaDoc.
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.
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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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How can I connect my PDFMonkey account to Close CRM using Latenode?
To connect your PDFMonkey account to Close CRM on Latenode, follow these steps:
Can I automatically generate contracts from Close CRM deal data?
Yes, you can! Latenode lets you trigger PDFMonkey to generate contracts from Close CRM deals. Leverage no-code blocks and JavaScript to format data for pixel-perfect documents.
What types of tasks can I perform by integrating PDFMonkey with Close CRM?
Integrating PDFMonkey with Close CRM allows you to perform various tasks, including:
Can I use custom fonts in my PDFMonkey documents on Latenode?
Yes, you can! Latenode supports using custom fonts in PDFMonkey via direct API calls and code blocks, ensuring brand consistency across all your documents.
Are there any limitations to the PDFMonkey and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: