PDFMonkey and ConvertAPI Integration

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PDFMonkey

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and ConvertAPI

Create a New Scenario to Connect PDFMonkey and ConvertAPI

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ 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 ConvertAPI will be your first step. To do this, click "Choose an app," find PDFMonkey or ConvertAPI, 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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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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Add the ConvertAPI Node

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

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Authenticate ConvertAPI

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

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Configure the PDFMonkey and ConvertAPI 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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Set Up the PDFMonkey and ConvertAPI 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 donโ€™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, ConvertAPI, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the PDFMonkey and ConvertAPI integration works as expected. Depending on your setup, data should flow between PDFMonkey and ConvertAPI (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 ConvertAPI

PDFMonkey + ConvertAPI + Google Drive: When a document is generated in PDFMonkey, it is converted to a different format using ConvertAPI. The converted file is then uploaded to a specified folder in Google Drive.

ConvertAPI + PDFMonkey + Airtable: When a file is converted using ConvertAPI, a PDF report is generated using PDFMonkey, summarizing the conversion details. This report is then used to create a new record in Airtable for tracking purposes.

PDFMonkey and ConvertAPI 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 ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

PDFMonkey + ConvertAPI integration

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FAQ PDFMonkey and ConvertAPI

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

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

Can I automatically convert generated PDFs to other formats?

Yes, you can! Latenode allows seamless PDFMonkey + ConvertAPI integration, automatically converting PDFs into various formats. Automate document processing with no-code, scaling your workflows effortlessly.

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

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

  • Converting dynamic PDF reports to optimized formats for archiving.
  • Generating shareable document previews from PDFMonkey templates.
  • Watermarking converted PDF documents with unique identifiers.
  • Automatically creating accessible PDFs from generated invoices.
  • Implementing complex document workflows involving PDF generation and format changes.

How does Latenode handle PDFMonkey authentication?

Latenode securely handles PDFMonkey authentication via API keys and OAuth, enabling easy access and data protection for your workflows.

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

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

  • Some advanced ConvertAPI conversion options might require custom JavaScript.
  • Very large PDF files may experience longer processing times.
  • The number of free PDFMonkey documents and ConvertAPI conversions depends on your plan.

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