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Automatically generate personalized contracts in PDFMonkey when new deals reach HubSpot. Latenode gives you advanced JavaScript control over document creation. Scale contract automation affordably and iterate with team versioning.
Connect PDFMonkey and HubSpot in minutes with Latenode.
Create PDFMonkey to HubSpot workflow
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Create a New Scenario to Connect PDFMonkey and HubSpot
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 HubSpot will be your first step. To do this, click "Choose an app," find PDFMonkey or HubSpot, 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 HubSpot Node
Next, click the plus (+) icon on the PDFMonkey node, select HubSpot from the list of available apps, and choose the action you need from the list of nodes within HubSpot.
PDFMonkey
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HubSpot
Authenticate HubSpot
Now, click the HubSpot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HubSpot settings. Authentication allows you to use HubSpot through Latenode.
Configure the PDFMonkey and HubSpot 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 HubSpot 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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HubSpot
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, HubSpot, 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 HubSpot integration works as expected. Depending on your setup, data should flow between PDFMonkey and HubSpot (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PDFMonkey + HubSpot + Google Drive: When a document is generated in PDFMonkey, it's saved to Google Drive. The corresponding contact in HubSpot is then updated with the document's file path.
HubSpot + PDFMonkey + Slack: When a deal reaches a closed-won stage in HubSpot, a welcome document is generated via PDFMonkey. A message is then sent to a designated Slack channel to notify the sales team.
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 HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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How can I connect my PDFMonkey account to HubSpot using Latenode?
To connect your PDFMonkey account to HubSpot on Latenode, follow these steps:
Can I automatically generate personalized contracts?
Yes, you can! Latenode allows you to generate contracts from HubSpot data using PDFMonkey, then automatically email them. Scale easily using Latenode's advanced logic and code blocks.
What types of tasks can I perform by integrating PDFMonkey with HubSpot?
Integrating PDFMonkey with HubSpot allows you to perform various tasks, including:
How does Latenode handle PDFMonkey API rate limits?
Latenode’s advanced queueing system manages PDFMonkey API calls, preventing rate limit issues, even at high volumes. Optimize usage automatically.
Are there any limitations to the PDFMonkey and HubSpot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: