How to connect PDFMonkey and Microsoft SQL Server
Create a New Scenario to Connect PDFMonkey and Microsoft SQL Server
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β 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 Microsoft SQL Server will be your first step. To do this, click "Choose an app," find PDFMonkey or Microsoft SQL Server, 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 Microsoft SQL Server Node
Next, click the plus (+) icon on the PDFMonkey node, select Microsoft SQL Server from the list of available apps, and choose the action you need from the list of nodes within Microsoft SQL Server.


PDFMonkey
β

Microsoft SQL Server


Authenticate Microsoft SQL Server
Now, click the Microsoft SQL Server node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SQL Server settings. Authentication allows you to use Microsoft SQL Server through Latenode.
Configure the PDFMonkey and Microsoft SQL Server 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 Microsoft SQL Server 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 donβt 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.

JavaScript
β
AI Anthropic Claude 3
β

Microsoft SQL Server
Trigger on Webhook
β

PDFMonkey
β
β
Iterator
β
Webhook response


Save and Activate the Scenario
After configuring PDFMonkey, Microsoft SQL Server, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the PDFMonkey and Microsoft SQL Server integration works as expected. Depending on your setup, data should flow between PDFMonkey and Microsoft SQL Server (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 Microsoft SQL Server
PDFMonkey + Microsoft SQL Server + Airtable: When a PDF document is generated in PDFMonkey, its details, including the document link, are stored in a Microsoft SQL Server database. Subsequently, this data is synced to Airtable for reporting purposes.
Microsoft SQL Server + PDFMonkey + Slack: When a new or updated row is added to Microsoft SQL Server, a PDF document is generated using data from that row via PDFMonkey. A notification containing a link to the generated PDF is then posted to a specified Slack channel.
PDFMonkey and Microsoft SQL Server 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.
Similar apps
Related categories

About Microsoft SQL Server
Use Microsoft SQL Server in Latenode to automate database tasks. Directly query, update, or insert data in response to triggers. Sync SQL data with other apps; simplify data pipelines for reporting and analytics. Build automated workflows without complex coding to manage databases efficiently and scale operations.
Similar apps
Related categories
See how Latenode works
FAQ PDFMonkey and Microsoft SQL Server
How can I connect my PDFMonkey account to Microsoft SQL Server using Latenode?
To connect your PDFMonkey account to Microsoft SQL Server 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 Microsoft SQL Server accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive generated PDFs?
Yes, you can! Latenode's visual editor makes it easy to archive PDFMonkey-generated documents directly into your Microsoft SQL Server database for secure storage and efficient retrieval. Benefit from automated document management.
What types of tasks can I perform by integrating PDFMonkey with Microsoft SQL Server?
Integrating PDFMonkey with Microsoft SQL Server allows you to perform various tasks, including:
- Dynamically generating invoices from database records.
- Creating reports with real-time data and archiving them.
- Populating contract templates with customer data.
- Generating personalized letters based on SQL queries.
- Automatically backing up generated PDFs to your database.
What PDFMonkey features are available in Latenode?
Latenode supports PDF generation, template management, and document customization, allowing advanced workflows with no-code and the flexibility of custom JavaScript.
Are there any limitations to the PDFMonkey and Microsoft SQL Server integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex SQL queries might require optimization for performance.
- Large PDF generation can consume significant resources.
- PDFMonkey's API rate limits apply within Latenode workflows.