PDFMonkey and Simplesat Integration

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Automatically generate polished documents in PDFMonkey based on customer satisfaction data gathered through Simplesat. Latenode’s visual editor combines no-code and JavaScript for advanced customization, scaling your document workflows affordably.

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PDFMonkey

Simplesat

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Simplesat

Create a New Scenario to Connect PDFMonkey and Simplesat

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

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

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PDFMonkey

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Simplesat

Authenticate Simplesat

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

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PDFMonkey

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Simplesat

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Connect Simplesat

Sign In

Run node once

Configure the PDFMonkey and Simplesat 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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Simplesat Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the PDFMonkey and Simplesat 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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Save and Activate the Scenario

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

Simplesat + PDFMonkey + Slack: When a new negative answer is submitted in Simplesat, a PDF report is automatically generated in PDFMonkey containing the feedback details. A notification is then sent to a designated Slack channel to alert the team about the poor feedback, enabling prompt follow-up.

Simplesat + PDFMonkey + Google Sheets: When a new survey response is received in Simplesat, a PDF report is generated by PDFMonkey based on the response data. Simultaneously, the survey responses are added as a new row in a Google Sheets spreadsheet for tracking and analysis.

PDFMonkey and Simplesat 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 Simplesat

Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.

See how Latenode works

FAQ PDFMonkey and Simplesat

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

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

Can I automatically generate invoices based on Simplesat feedback?

Yes, you can! Latenode allows automated workflows, triggering PDFMonkey to generate invoices when you receive positive Simplesat feedback. This saves time and ensures prompt billing.

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

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

  • Creating personalized PDF reports based on customer satisfaction scores.
  • Automatically sending thank you letters upon receiving positive feedback.
  • Generating certificates of appreciation for top-rated customer service.
  • Updating customer profiles with feedback data directly within PDF documents.
  • Triggering document workflows based on satisfaction levels.

Can I use JavaScript to customize PDFMonkey templates within Latenode?

Yes! Latenode allows you to use JavaScript to dynamically modify PDFMonkey templates, offering advanced customization beyond simple variables.

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

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

  • Complex PDFMonkey template designs might require advanced JavaScript knowledge.
  • Simplesat’s API rate limits can affect the speed of high-volume workflows.
  • Custom error handling requires manual setup within Latenode.

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