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Automatically generate personalized documents in PDFMonkey upon lead conversion in Mautic and distribute them via email. Latenode’s visual editor simplifies logic, while affordable execution-based pricing makes scaling document automation accessible to any team.
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Create a New Scenario to Connect PDFMonkey and Mautic
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 Mautic will be your first step. To do this, click "Choose an app," find PDFMonkey or Mautic, 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 Mautic Node
Next, click the plus (+) icon on the PDFMonkey node, select Mautic from the list of available apps, and choose the action you need from the list of nodes within Mautic.
PDFMonkey
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Mautic
Authenticate Mautic
Now, click the Mautic node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Mautic settings. Authentication allows you to use Mautic through Latenode.
Configure the PDFMonkey and Mautic 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 Mautic 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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Mautic
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, Mautic, 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 Mautic integration works as expected. Depending on your setup, data should flow between PDFMonkey and Mautic (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PDFMonkey + Mautic + Airtable: When a document is generated in PDFMonkey, the document link and relevant user details from Mautic are saved as a new record in Airtable. This keeps a centralized record of generated contracts.
Mautic + PDFMonkey + Google Sheets: When a contact's points change in Mautic, a personalized PDF proposal is generated using PDFMonkey. The details of the generated proposal, including the document link and contact information, are then added as a new row in Google Sheets.
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 Mautic
Automate marketing with Mautic in Latenode. Sync contacts, track campaigns, and trigger actions based on customer behavior. Integrate Mautic with other apps for a 360° view of your customers. Use Latenode's visual editor and code blocks to build custom workflows that adapt to your business needs without complex coding or expensive add-ons.
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How can I connect my PDFMonkey account to Mautic using Latenode?
To connect your PDFMonkey account to Mautic on Latenode, follow these steps:
Can I automatically generate invoices from Mautic form submissions?
Yes, use Latenode to trigger PDFMonkey from new Mautic submissions, generating invoices automatically. Latenode's visual editor simplifies complex document workflows. This saves time and ensures accuracy.
What types of tasks can I perform by integrating PDFMonkey with Mautic?
Integrating PDFMonkey with Mautic allows you to perform various tasks, including:
Can I use Javascript to customize PDF generation in Latenode?
Yes, Latenode allows Javascript code within PDFMonkey workflows. This enables advanced data manipulation and dynamic PDF customization.
Are there any limitations to the PDFMonkey and Mautic integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: