How to connect PDFMonkey and MongoDB
Create a New Scenario to Connect PDFMonkey and MongoDB
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 MongoDB will be your first step. To do this, click "Choose an app," find PDFMonkey or MongoDB, 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 MongoDB Node
Next, click the plus (+) icon on the PDFMonkey node, select MongoDB from the list of available apps, and choose the action you need from the list of nodes within MongoDB.


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MongoDB


Authenticate MongoDB
Now, click the MongoDB node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your MongoDB settings. Authentication allows you to use MongoDB through Latenode.
Configure the PDFMonkey and MongoDB 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 MongoDB 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
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AI Anthropic Claude 3
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MongoDB
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, MongoDB, 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 MongoDB integration works as expected. Depending on your setup, data should flow between PDFMonkey and MongoDB (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 MongoDB
PDFMonkey + MongoDB + Slack: When a new document is generated in PDFMonkey, it's stored in MongoDB. Upon successful storage, a notification is sent to a designated Slack channel.
MongoDB + PDFMonkey + Airtable: When a document is updated in MongoDB, a PDF report is generated using PDFMonkey. This report is then stored as a new record in Airtable for organized tracking.
PDFMonkey and MongoDB 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.
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About MongoDB
Use MongoDB in Latenode to automate data storage and retrieval. Aggregate data from multiple sources, then store it in MongoDB for analysis or reporting. Latenode lets you trigger workflows based on MongoDB changes, create real-time dashboards, and build custom integrations. Low-code tools and JavaScript nodes unlock flexibility for complex data tasks.
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See how Latenode works
FAQ PDFMonkey and MongoDB
How can I connect my PDFMonkey account to MongoDB using Latenode?
To connect your PDFMonkey account to MongoDB 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 MongoDB accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I archive generated PDFMonkey documents in MongoDB automatically?
Yes, you can! Latenode's visual builder simplifies automating this. Store PDFMonkey-generated PDFs in MongoDB for secure, scalable document archiving and retrieval, leveraging advanced search capabilities.
What types of tasks can I perform by integrating PDFMonkey with MongoDB?
Integrating PDFMonkey with MongoDB allows you to perform various tasks, including:
- Automatically storing generated invoices from PDFMonkey in MongoDB.
- Creating a searchable database of PDFMonkey-generated reports.
- Archiving signed contracts generated via PDFMonkey into MongoDB.
- Tracking document generation history from PDFMonkey within MongoDB.
- Populating PDFMonkey templates with data retrieved from MongoDB.
How do I handle errors when PDFMonkey document generation fails in Latenode?
Latenode's error handling allows you to define custom actions on failures, like logging to MongoDB or triggering notifications, ensuring robust automation.
Are there any limitations to the PDFMonkey and MongoDB integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDFMonkey templates might require increased processing time.
- Large MongoDB datasets can impact workflow execution speed.
- Real-time synchronization between PDFMonkey and MongoDB isn't supported.