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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.
Connect PDFMonkey and Simplybook in minutes with Latenode.
Create PDFMonkey to Simplybook workflow
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Simplybook
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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.
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 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.
PDFMonkey
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Simplybook
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.
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.
Set Up the PDFMonkey and Simplybook 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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Simplybook
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, 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.
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.
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 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.
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How can I connect my PDFMonkey account to Simplybook using Latenode?
To connect your PDFMonkey account to Simplybook on Latenode, follow these steps:
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:
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: