PDFMonkey and Simplybook Integration

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Automatically generate personalized contracts or booking confirmations in PDFMonkey whenever a new appointment is scheduled in Simplybook, using Latenode's visual editor and affordable execution pricing to build scalable document automation.

PDFMonkey + Simplybook integration

Connect PDFMonkey and Simplybook in minutes with Latenode.

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Automate your workflow

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PDFMonkey

Simplybook

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Simplybook

Create a New Scenario to Connect PDFMonkey and Simplybook

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

Sign In

Run node once

Add the Simplybook Node

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

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Authenticate Simplybook

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

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Connect Simplybook

Sign In

Run node once

Configure the PDFMonkey and Simplybook 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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Simplybook 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 Simplybook 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, Simplybook, 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 Simplybook integration works as expected. Depending on your setup, data should flow between PDFMonkey and Simplybook (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 Simplybook

Simplybook + PDFMonkey + Google Sheets: When a new booking is made in Simplybook, a branded invoice is generated in PDFMonkey. The booking details and the invoice link are then logged in a Google Sheets spreadsheet.

Simplybook + PDFMonkey + Slack: After a new booking is made in Simplybook, a personalized thank you note is generated as a PDF in PDFMonkey. A Slack message is then sent to a specified channel to notify about the new booking and provide a link to the thank you note.

PDFMonkey and Simplybook 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 Simplybook

Automate booking workflows with Simplybook in Latenode. Sync schedules, manage appointments, and trigger follow-up actions without manual work. Connect booking data to CRMs, payment gateways, or marketing tools. Latenode's visual builder and flexible integrations make automating complex booking processes easy and scalable, exceeding Simplybook's built-in options.

See how Latenode works

FAQ PDFMonkey and Simplybook

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

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

Can I automatically generate invoices after a booking?

Yes, you can! Latenode’s visual editor simplifies this. Automatically create and send PDF invoices via PDFMonkey whenever a new booking is made in Simplybook, saving you time and reducing errors.

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

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

  • Automatically generating personalized contracts for new Simplybook appointments.
  • Creating branded booking confirmations with dynamic data using PDFMonkey.
  • Generating reports from Simplybook data and exporting them as PDFs.
  • Archiving completed booking details as PDF documents.
  • Sending appointment reminders with attached PDF information sheets.

What PDFMonkey document templates can Latenode use?

Latenode can use any PDFMonkey template. Use data from Simplybook to dynamically populate fields and generate customized PDFs, effortlessly.

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

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

  • Complex PDFMonkey template logic might require custom JavaScript nodes.
  • Simplybook's API rate limits can impact high-volume automation workflows.
  • Real-time synchronization relies on the polling frequency configured in Latenode.

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