PDFMonkey and Postmark Integration

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Automatically generate personalized PDFs with PDFMonkey and then send them via Postmark. Latenode's visual editor and affordable execution-based pricing make it easy to automate complex document workflows at scale, with added Javascript customization.

Swap Apps

PDFMonkey

Postmark

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Postmark

Create a New Scenario to Connect PDFMonkey and Postmark

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

Run node once

Add the Postmark Node

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

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PDFMonkey

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Postmark

Authenticate Postmark

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

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PDFMonkey

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Postmark

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Connect Postmark

Sign In

Run node once

Configure the PDFMonkey and Postmark 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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Postmark Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the PDFMonkey and Postmark 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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Save and Activate the Scenario

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

Airtable + PDFMonkey + Postmark: When a new record is created in Airtable, a document is generated in PDFMonkey using the data from the record. This document is then sent as an email attachment via Postmark.

Postmark + PDFMonkey + HubSpot: When a new email is opened in Postmark, generate a customized proposal PDF in PDFMonkey. Then, update the corresponding contact in HubSpot to track engagement.

PDFMonkey and Postmark 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 Postmark

Use Postmark in Latenode to automate transactional emails. Connect events from your apps to trigger personalized messages, like order confirmations or password resets. Benefit from Postmark’s deliverability, plus Latenode's visual workflow builder and flexible logic to filter events and enrich email data, ensuring accurate and timely communication.

See how Latenode works

FAQ PDFMonkey and Postmark

How can I connect my PDFMonkey account to Postmark using Latenode?

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

Can I automatically email invoices after PDF generation?

Yes, you can! Latenode's visual editor simplifies connecting PDFMonkey and Postmark. Automatically trigger emails through Postmark once a PDF is generated via PDFMonkey. Save time with automated delivery.

What types of tasks can I perform by integrating PDFMonkey with Postmark?

Integrating PDFMonkey with Postmark allows you to perform various tasks, including:

  • Automatically emailing generated contracts upon PDFMonkey creation.
  • Sending welcome kits to new users with personalized PDF attachments.
  • Creating and emailing monthly reports using dynamically generated PDFs.
  • Distributing marketing materials as PDFs to a segmented email list.
  • Generating and emailing invoices automatically after a purchase.

What PDFMonkey templates can I automate on Latenode?

Latenode supports automating any PDFMonkey template! Use dynamic data and logic to populate templates and trigger automated Postmark email deliveries.

Are there any limitations to the PDFMonkey and Postmark integration on Latenode?

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

  • Large PDF files may impact processing time within Latenode workflows.
  • Complex PDFMonkey template logic may require JavaScript for optimal performance.
  • Postmark's sending limits are still applicable within Latenode automations.

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