PDFMonkey and Streamtime Integration

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Automatically generate polished invoices from Streamtime project data using PDFMonkey. Latenode's visual editor and affordable execution pricing make it easier to automate document creation and streamline your billing process.

Swap Apps

PDFMonkey

Streamtime

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Streamtime

Create a New Scenario to Connect PDFMonkey and Streamtime

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

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

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Streamtime

Authenticate Streamtime

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

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Streamtime

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Sign In
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Run node once

Configure the PDFMonkey and Streamtime 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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Streamtime Oauth 2.0

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Change

Select an action *

Select

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The action ID

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Run node once

Set Up the PDFMonkey and Streamtime 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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Webhook response

Save and Activate the Scenario

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

PDFMonkey + Slack + Streamtime: When a document is generated in PDFMonkey (presumably a contract), a notification is sent to a specified Slack channel, and a ToDo is created in Streamtime to follow up on the signed contract.

PDFMonkey + Google Drive: When a document is generated in PDFMonkey (presumably a signed contract), the document is uploaded to a specific folder in Google Drive for archiving.

PDFMonkey and Streamtime 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 Streamtime

Streamtime project management inside Latenode: automate tasks like invoice creation based on project status, or sync time entries with accounting. Connect Streamtime to other apps via Latenode's visual editor and AI tools. Customize further with JavaScript for complex workflows. Manage projects and data automatically.

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FAQ PDFMonkey and Streamtime

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

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

Can I automatically generate invoices upon project completion in Streamtime?

Yes, you can! Latenode lets you trigger PDFMonkey document creation from Streamtime events. Automate invoice generation and delivery, saving time and reducing errors.

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

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

  • Automatically creating project reports as PDFs when a project is completed.
  • Generating branded invoices in PDFMonkey based on Streamtime project data.
  • Creating contract drafts with PDFMonkey when a new client is added to Streamtime.
  • Sending personalized welcome packets to new clients using data from Streamtime.
  • Archiving project documentation as PDFs within Streamtime's project folders.

Can I customize the PDFMonkey templates directly within Latenode?

Yes, Latenode supports custom JavaScript blocks. Integrate PDFMonkey's API with custom code for advanced template adjustments directly within your workflow.

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

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

  • Complex PDFMonkey template logic might require JavaScript coding within Latenode.
  • Real-time updates between PDFMonkey and Streamtime depend on API rate limits.
  • Large-scale document generation could be subject to PDFMonkey's plan limitations.

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