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Automate document generation by connecting PDFMonkey to Grist. Effortlessly populate templates with data, and scale complex workflows using Latenode’s affordable execution-time pricing and visual editor for custom logic.
Connect PDFMonkey and Grist in minutes with Latenode.
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Create a New Scenario to Connect PDFMonkey and Grist
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 Grist will be your first step. To do this, click "Choose an app," find PDFMonkey or Grist, 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 Grist Node
Next, click the plus (+) icon on the PDFMonkey node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
PDFMonkey
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Grist
Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the PDFMonkey and Grist 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 Grist 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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Grist
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, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between PDFMonkey and Grist (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PDFMonkey + Grist + Slack: When a document is generated in PDFMonkey, its data is updated in Grist, and a notification is sent to a Slack channel.
Grist + PDFMonkey + PandaDoc: When a new record is created or updated in Grist, a document is generated via PDFMonkey and sent through PandaDoc for signature.
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 Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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How can I connect my PDFMonkey account to Grist using Latenode?
To connect your PDFMonkey account to Grist on Latenode, follow these steps:
Can I automatically archive generated PDFs within Grist?
Yes, with Latenode you can! Automatically save PDFs generated by PDFMonkey directly into Grist. Benefit from Grist's organizational power and Latenode's advanced logic.
What types of tasks can I perform by integrating PDFMonkey with Grist?
Integrating PDFMonkey with Grist allows you to perform various tasks, including:
What PDF generation options does PDFMonkey offer in Latenode?
PDFMonkey offers templates, HTML-to-PDF conversion, and a powerful API, all accessible within Latenode’s visual workflow editor.
Are there any limitations to the PDFMonkey and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: