PDFMonkey and Ocean.io Integration

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Automatically generate personalized sales proposals using Ocean.io data and PDFMonkey documents. Latenode's visual editor simplifies complex logic, while affordable pricing lets you scale proposal generation without cost concerns.

Swap Apps

PDFMonkey

Ocean.io

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Ocean.io

Create a New Scenario to Connect PDFMonkey and Ocean.io

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 Ocean.io will be your first step. To do this, click "Choose an app," find PDFMonkey or Ocean.io, 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 Ocean.io Node

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

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PDFMonkey

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Ocean.io

Authenticate Ocean.io

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

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PDFMonkey

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Ocean.io

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Connect Ocean.io

Sign In
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Run node once

Configure the PDFMonkey and Ocean.io 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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Ocean.io

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Map

Connect Ocean.io

Ocean.io Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

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Run node once

Set Up the PDFMonkey and Ocean.io 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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Trigger on Webhook

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PDFMonkey

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Webhook response

Save and Activate the Scenario

After configuring PDFMonkey, Ocean.io, 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 Ocean.io integration works as expected. Depending on your setup, data should flow between PDFMonkey and Ocean.io (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 Ocean.io

Ocean.io + PDFMonkey + HubSpot: When a new lead is found in Ocean.io, generate a branded sales document using PDFMonkey, and then save the generated document's public URL to the lead's profile in HubSpot.

Ocean.io + PDFMonkey + Slack: When Ocean.io finds a key account using company enrichment, generate a summary PDF with PDFMonkey and then share the document with the sales team in Slack.

PDFMonkey and Ocean.io 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 Ocean.io

Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.

See how Latenode works

FAQ PDFMonkey and Ocean.io

How can I connect my PDFMonkey account to Ocean.io using Latenode?

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

Can I automatically generate PDF reports from Ocean.io data?

Yes, you can! Latenode's visual editor makes it easy to trigger PDFMonkey from Ocean.io updates. Generate personalized reports using Ocean.io data automatically, saving time and resources.

What types of tasks can I perform by integrating PDFMonkey with Ocean.io?

Integrating PDFMonkey with Ocean.io allows you to perform various tasks, including:

  • Generate personalized contracts when a new lead qualifies in Ocean.io.
  • Automatically create reports based on Ocean.io contact data.
  • Update PDF document data based on changes in Ocean.io profiles.
  • Send customized welcome packets upon opportunity creation.
  • Archive Ocean.io data into structured, searchable PDF documents.

How do I handle errors in my PDFMonkey Latenode workflows?

Latenode provides robust error handling. Use conditional logic and error-handling blocks to manage failed PDF generations or data mismatches gracefully.

Are there any limitations to the PDFMonkey and Ocean.io integration on Latenode?

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

  • Complex PDFMonkey templates may require custom JavaScript for optimal data mapping.
  • Rate limits on PDFMonkey and Ocean.io's APIs still apply within Latenode.
  • Real-time updates are subject to the polling frequency of the Ocean.io trigger.

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