PDFMonkey and Systeme IO Integration

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Automatically generate polished documents from Systeme IO form submissions with PDFMonkey, then leverage Latenode's affordable execution to scale contract creation without overpaying, plus add custom logic using JavaScript.

Swap Apps

PDFMonkey

Systeme IO

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Systeme IO

Create a New Scenario to Connect PDFMonkey and Systeme IO

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 Systeme IO will be your first step. To do this, click "Choose an app," find PDFMonkey or Systeme IO, 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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Sign In

Run node once

Add the Systeme IO Node

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

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Systeme IO

Authenticate Systeme IO

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

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Configure the PDFMonkey and Systeme IO 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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Select an action *

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The action ID

Run node once

Set Up the PDFMonkey and Systeme IO 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, Systeme IO, 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 Systeme IO integration works as expected. Depending on your setup, data should flow between PDFMonkey and Systeme IO (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 Systeme IO

Systeme IO + Stripe + PDFMonkey: Upon a successful purchase in Systeme IO (New Event), create a customer and an invoice in Stripe. Then, generate an invoice document in PDFMonkey.

Systeme IO + PDFMonkey + Google Sheets: When a new contact is created in Systeme IO, generate a personalized document using PDFMonkey, then save the contact's information and document link to a Google Sheet.

PDFMonkey and Systeme IO 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 Systeme IO

Use Systeme IO in Latenode to automate marketing workflows. Connect it to other apps, process form data, and manage contacts in a visual builder. Unlike standalone setups, Latenode lets you add custom logic with JavaScript, enrich data, and scale automation without step limits. Perfect for complex marketing funnels.

See how Latenode works

FAQ PDFMonkey and Systeme IO

How can I connect my PDFMonkey account to Systeme IO using Latenode?

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

Can I automatically generate invoices from new Systeme IO sales?

Yes, you can! Latenode lets you automate invoice creation in PDFMonkey whenever a new sale occurs in Systeme IO. Automate fully with no-code or add custom logic via JavaScript.

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

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

  • Automatically generating personalized certificates upon course completion.
  • Creating and sending branded invoices directly from Systeme IO sales data.
  • Generating contracts for new members signed up through Systeme IO forms.
  • Creating personalized welcome letters for new Systeme IO subscribers.
  • Dynamically generating reports based on Systeme IO data using PDFMonkey.

Can I use JavaScript to customize PDF generation on Latenode?

Yes! Latenode allows you to incorporate JavaScript code for advanced PDFMonkey customization, offering unparalleled flexibility over standard integrations.

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

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

  • Complex PDFMonkey templates may require more advanced setup.
  • Systeme IO's API rate limits can affect the speed of data transfer.
  • Large-scale PDF generation can consume significant Latenode resources.

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