PDFMonkey and Mailchimp Integration

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Automatically send personalized PDFMonkey documents via Mailchimp using Latenode. Our visual editor makes building the integration easy, while affordable execution-based pricing helps you scale without breaking the bank.

Swap Apps

PDFMonkey

Mailchimp

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Mailchimp

Create a New Scenario to Connect PDFMonkey and Mailchimp

In the workspace, click the β€œCreate 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 Mailchimp will be your first step. To do this, click "Choose an app," find PDFMonkey or Mailchimp, 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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PDFMonkey

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Connect PDFMonkey

Sign In
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Run node once

Add the Mailchimp Node

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

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PDFMonkey

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Mailchimp

Authenticate Mailchimp

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

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PDFMonkey

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Mailchimp

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Connect Mailchimp

Sign In
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Run node once

Configure the PDFMonkey and Mailchimp 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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Connect Mailchimp

Mailchimp Oauth 2.0

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Change

Select an action *

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The action ID

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Run node once

Set Up the PDFMonkey and Mailchimp 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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Webhook response

Save and Activate the Scenario

After configuring PDFMonkey, Mailchimp, 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 β€œRun once” and triggering an event to check if the PDFMonkey and Mailchimp integration works as expected. Depending on your setup, data should flow between PDFMonkey and Mailchimp (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 Mailchimp

PDFMonkey + Airtable + Mailchimp: When a PDF invoice is generated in PDFMonkey, store the invoice details (including the PDF link) in Airtable. Then, update the corresponding customer's profile in Mailchimp with the link to their latest invoice.

Mailchimp + PDFMonkey + WooCommerce: When a new subscriber joins a Mailchimp list, generate a personalized welcome PDF in PDFMonkey. Then, find the customer in WooCommerce (or create them if they don't exist) and update their profile with a link to the welcome PDF.

PDFMonkey and Mailchimp 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 Mailchimp

Automate Mailchimp tasks inside Latenode. Automatically add subscribers, update lists, or trigger campaigns based on events in other apps. Use Latenode's visual editor to connect Mailchimp to your CRM, e-commerce platform, or database. Enrich data and ensure targeted campaigns without manual work. Scale your email marketing effortlessly.

See how Latenode works

FAQ PDFMonkey and Mailchimp

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

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

Can I automatically email personalized PDF reports using Mailchimp?

Yes, with Latenode! Generate unique PDFs with PDFMonkey and automatically email them through Mailchimp. Latenode's visual editor makes it easy to create dynamic, data-driven workflows without code.

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

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

  • Automatically sending invoices as PDF attachments via Mailchimp campaigns.
  • Generating personalized certificates and emailing them to new subscribers.
  • Creating branded reports from data collected and delivering via Mailchimp.
  • Dynamically generating contracts and sending them for signature using Mailchimp.
  • Sending welcome kits including PDF guides to new Mailchimp list members.

HowdoIhandlePDFMonkeyerrorswithinLatenodeautomations?

Latenode offers robust error handling. Use "Try/Catch" blocks to manage PDFMonkey errors, ensuring workflows continue smoothly. You can also log errors for debugging.

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

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

  • Complex PDFMonkey template designs may require testing to ensure compatibility.
  • Mailchimp's sending limits still apply when sending PDFs via automation.
  • Large PDF files may impact workflow execution speed.

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