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Automatically generate personalized PDF contracts with PDFMonkey upon successful lead generation in Instantly. Latenode’s visual editor and affordable pricing combine no-code ease with the ability to add custom logic via JavaScript when needed.
Connect PDFMonkey and Instantly in minutes with Latenode.
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Create a New Scenario to Connect PDFMonkey and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find PDFMonkey or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the PDFMonkey node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
PDFMonkey
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Instantly
Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the PDFMonkey and Instantly 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 Instantly 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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Instantly
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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between PDFMonkey and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PDFMonkey + Instantly + Google Sheets: When a document is generated in PDFMonkey, create a lead in Instantly and then add a row to a Google Sheet to track the generated document and lead information.
Instantly + PDFMonkey + HubSpot: When a new lead is created in Instantly, generate a personalized contract PDF with PDFMonkey and then create or update the contact in HubSpot.
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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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How can I connect my PDFMonkey account to Instantly using Latenode?
To connect your PDFMonkey account to Instantly on Latenode, follow these steps:
Can I automatically generate invoices from Instantly lead data?
Yes, you can! Latenode allows you to automatically trigger PDFMonkey from Instantly, creating invoices from new leads. Benefit from streamlined billing and faster lead processing.
What types of tasks can I perform by integrating PDFMonkey with Instantly?
Integrating PDFMonkey with Instantly allows you to perform various tasks, including:
Can I use JavaScript with PDFMonkey inside Latenode workflows?
Yes, Latenode lets you use JavaScript to manipulate PDFMonkey data for advanced document customization and control not possible in other platforms.
Are there any limitations to the PDFMonkey and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: