PDFMonkey and Wave Integration

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Automatically generate invoices in PDFMonkey from new sales in Wave and send them to clients using Latenode. Customize the workflow with JavaScript and scale affordably, paying only for execution time.

Swap Apps

PDFMonkey

Wave

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Wave

Create a New Scenario to Connect PDFMonkey and Wave

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

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

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Wave

Authenticate Wave

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

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PDFMonkey

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Wave

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Connect Wave

Sign In

Run node once

Configure the PDFMonkey and Wave 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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Wave Oauth 2.0

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Change

Select an action *

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Map

The action ID

Run node once

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

PDFMonkey + Wave + Google Drive: When a document is generated in PDFMonkey, indicating an invoice, it's archived into a specified folder within Google Drive for secure and organized record-keeping, ensuring easy access and backup.

Wave + PDFMonkey + Slack: When a new invoice is created in Wave, a PDF document is generated using PDFMonkey. A notification is then sent to a specified Slack channel with a link to the newly generated PDF invoice for immediate access and review.

PDFMonkey and Wave 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 Wave

Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.

See how Latenode works

FAQ PDFMonkey and Wave

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

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

Can I automatically create Wave invoices from PDFMonkey documents?

Yes, you can! Latenode lets you trigger Wave invoice creation directly from parsed PDFMonkey data. Automate financial workflows and eliminate manual entry—saving time and reducing errors.

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

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

  • Automatically creating invoices in Wave from newly generated PDFMonkey documents.
  • Updating customer information in Wave based on PDFMonkey form submissions.
  • Generating personalized PDFMonkey contracts triggered by Wave payment milestones.
  • Sending Wave invoices as attachments within PDFMonkey generated email campaigns.
  • Archiving paid Wave invoices as PDFs in a designated PDFMonkey storage location.

HowsecureisthePDFMonkeyintegrationonLatenodewithregardstodataencryption?

Latenode employs robust encryption protocols to secure your data during PDFMonkey and Wave integration, ensuring confidentiality and compliance throughout your workflows.

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

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

  • Complex PDFMonkey templates might require advanced JavaScript for optimal data extraction.
  • Real-time synchronization between PDFMonkey and Wave depends on API availability and rate limits.
  • Custom Wave invoice fields might need manual mapping during the initial workflow setup.

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