PDFMonkey and JustCall Integration

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Automatically generate polished PDFs with PDFMonkey upon successful JustCall interactions and use Latenode’s visual editor to customize document content. Scale these automations affordably and incorporate unique logic using built-in JavaScript support.

Swap Apps

PDFMonkey

JustCall

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and JustCall

Create a New Scenario to Connect PDFMonkey and JustCall

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

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

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JustCall

Authenticate JustCall

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

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Sign In

Run node once

Configure the PDFMonkey and JustCall 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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JustCall Oauth 2.0

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Select an action *

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The action ID

Run node once

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

JustCall + PDFMonkey + HubSpot: When a new call is registered in JustCall, a call script is generated using a PDF template in PDFMonkey. The call details and the generated script are then logged as a call engagement in HubSpot.

JustCall + Google Sheets + PDFMonkey: Log call details from JustCall to Google Sheets. If a call is successful, generate a follow-up proposal PDF via PDFMonkey.

PDFMonkey and JustCall 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 JustCall

Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.

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FAQ PDFMonkey and JustCall

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

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

Can I automatically generate invoices upon receiving JustCall payments?

Yes, you can! Latenode enables seamless PDF generation in PDFMonkey triggered by JustCall payment events. Automate invoicing & focus on growing your business with code-free customization.

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

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

  • Automatically creating contracts when a call ends in JustCall.
  • Generating personalized reports after a call is completed.
  • Creating a PDF record of call transcriptions for archival purposes.
  • Automatically emailing generated PDFs to callers after a call.
  • Generating welcome kits for new clients after their first call.

What PDFMonkey document types does Latenode support?

Latenode supports all PDFMonkey document types. Leverage dynamic PDFs with our flexible no-code editor & custom JavaScript steps.

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

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

  • Complex PDF designs require familiarity with PDFMonkey's template language.
  • JustCall's API rate limits may affect high-volume workflows.
  • Real-time PDF generation depends on the speed of PDFMonkey’s API.

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