PDFMonkey and Jira Integration

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Automatically generate polished documents from Jira issues with PDFMonkey, then use Latenode's visual editor to add custom logic and send them automatically. Scale production-ready document workflows affordably.

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PDFMonkey

Jira

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Jira

Create a New Scenario to Connect PDFMonkey and Jira

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

Run node once

Add the Jira Node

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

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Jira

Authenticate Jira

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

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Connect Jira

Sign In

Run node once

Configure the PDFMonkey and Jira 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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Select an action *

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The action ID

Run node once

Set Up the PDFMonkey and Jira 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, Jira, 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 Jira integration works as expected. Depending on your setup, data should flow between PDFMonkey and Jira (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 Jira

PDFMonkey + Google Drive + Jira: When a document is generated in PDFMonkey, it's saved to Google Drive, and a Jira issue is created to track its review.

Jira + PDFMonkey + Slack: When a Jira issue transitions to a 'Resolved' status, generate a summary PDF report with PDFMonkey and automatically post it to a specified Slack channel.

PDFMonkey and Jira 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 Jira

Sync Jira issues to other tools or trigger actions based on status changes. Automate bug reporting, task assignment, or notifications without code. Latenode lets you visually integrate Jira into complex workflows. Extend functionality with JavaScript and control costs with execution-based pricing, not per-step fees.

See how Latenode works

FAQ PDFMonkey and Jira

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

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

Can I automatically create Jira tickets from new PDFMonkey documents?

Yes, you can! Latenode's visual editor makes it easy to trigger Jira ticket creation whenever a new document is generated in PDFMonkey, improving your team's workflow.

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

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

  • Automatically create Jira issues from PDFMonkey document generation errors.
  • Update Jira issue statuses when related PDF documents are finalized.
  • Attach generated PDFs from PDFMonkey to corresponding Jira issues.
  • Trigger PDF document generation in PDFMonkey from new Jira issue creation.
  • Send PDFMonkey documents for approval via Jira issue workflows.

Can I use JavaScript to customize my PDFMonkey-Jira integration?

Yes! Latenode lets you add custom JavaScript code to transform data between PDFMonkey and Jira, providing unmatched flexibility.

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

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

  • Complex PDFMonkey templates may require advanced configuration in Latenode.
  • Rate limits on the PDFMonkey or Jira API can affect workflow execution.
  • Real-time synchronization depends on the polling interval configured in Latenode.

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