PDFMonkey and Delighted Integration

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Automatically trigger Delighted surveys after PDFMonkey generates key documents like contracts. Latenode's visual editor makes it easy to connect these apps with custom logic, scaling your feedback collection affordably.

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PDFMonkey

Delighted

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Delighted

Create a New Scenario to Connect PDFMonkey and Delighted

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

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

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Authenticate Delighted

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

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

Delighted + PDFMonkey + Slack: When a new response is received in Delighted and the feedback is below a certain threshold, a document is generated in PDFMonkey containing the response details. Then, a message is sent to a Slack channel to notify the team about the negative feedback.

Delighted + PDFMonkey + Google Sheets: Collect survey responses from Delighted. For each new response, generate a PDF report of the feedback using PDFMonkey and save the response data in Google Sheets for analysis.

PDFMonkey and Delighted 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 Delighted

Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI β€” all without per-step costs.

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FAQ PDFMonkey and Delighted

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

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

Can I trigger surveys after a PDF is generated?

Yes, you can! Using Latenode, automatically trigger Delighted surveys upon PDF generation in PDFMonkey. Gain instant feedback and improve document quality using this seamless integration.

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

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

  • Automatically send customer satisfaction surveys after invoice generation.
  • Gather feedback on contracts created using PDFMonkey templates.
  • Track customer satisfaction based on dynamically generated reports.
  • Analyze survey responses to improve document design and content.
  • Send personalized thank-you notes based on positive survey feedback.

HowdoesLatenodehandlePDFMonkeydata securely?

Latenode employs advanced encryption to protect your PDFMonkey data, ensuring secure transmission and storage within our platform. Data privacy is our priority.

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

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

  • Complex PDFMonkey templates might require adjustments for optimal integration.
  • Delighted survey limits depend on your Delighted subscription plan.
  • Real-time data synchronization relies on the stability of both APIs.

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