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Automatically generate contracts in PDFMonkey from new NoCRM leads, ensuring no deals slip through the cracks. Latenode’s visual editor and affordable execution-based pricing makes scaling this automation easy.
Connect PDFMonkey and NoCRM in minutes with Latenode.
Create PDFMonkey to NoCRM workflow
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Create a New Scenario to Connect PDFMonkey and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find PDFMonkey or NoCRM, 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 NoCRM Node
Next, click the plus (+) icon on the PDFMonkey node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
PDFMonkey
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NoCRM
Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the PDFMonkey and NoCRM 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 NoCRM 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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NoCRM
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, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between PDFMonkey and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NoCRM + PDFMonkey + Google Drive: When a lead is created in NoCRM, a document is generated in PDFMonkey. This document is then saved to Google Drive, providing easy access to sales documents directly from the NoCRM contact.
NoCRM + PDFMonkey + PandaDoc: When a lead reaches a specific stage in NoCRM, a document is generated in PDFMonkey and then used to automatically create a proposal via PandaDoc, streamlining the proposal generation process.
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 NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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How can I connect my PDFMonkey account to NoCRM using Latenode?
To connect your PDFMonkey account to NoCRM on Latenode, follow these steps:
Can I automatically generate contracts after closing deals?
Yes, you can! Latenode lets you use PDFMonkey to create contracts from NoCRM deal data. This speeds up your sales process and ensures consistent contract generation.
What types of tasks can I perform by integrating PDFMonkey with NoCRM?
Integrating PDFMonkey with NoCRM allows you to perform various tasks, including:
How do I handle errors in PDF generation?
Latenode provides robust error handling. Set up alerts, automatically retry failed generations, or trigger notifications to your team.
Are there any limitations to the PDFMonkey and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: