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Automate personalized document delivery: Generate polished PDFs with PDFMonkey and instantly send them via WhatsApp Personal Account. Latenode's visual editor makes complex workflows simple, and its affordable pricing scales with your success.
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PDFMonkey
WhatsApp Personal Account
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Create a New Scenario to Connect PDFMonkey and WhatsApp Personal Account
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 WhatsApp Personal Account will be your first step. To do this, click "Choose an app," find PDFMonkey or WhatsApp Personal Account, 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 WhatsApp Personal Account Node
Next, click the plus (+) icon on the PDFMonkey node, select WhatsApp Personal Account from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Personal Account.
PDFMonkey
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WhatsApp Personal Account
Authenticate WhatsApp Personal Account
Now, click the WhatsApp Personal Account node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Personal Account settings. Authentication allows you to use WhatsApp Personal Account through Latenode.
Configure the PDFMonkey and WhatsApp Personal Account 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 WhatsApp Personal Account 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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WhatsApp Personal Account
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, WhatsApp Personal Account, 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 WhatsApp Personal Account integration works as expected. Depending on your setup, data should flow between PDFMonkey and WhatsApp Personal Account (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Google Forms + PDFMonkey + WhatsApp Personal Account: When a new form response is submitted in Google Forms, a PDF document (contract) is generated using PDFMonkey. The generated PDF is then sent to the form submitter via WhatsApp Personal Account.
PDFMonkey + WhatsApp Personal Account: When a PDF document is generated by PDFMonkey, send it via WhatsApp Personal Account.
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 WhatsApp Personal Account
Automate WhatsApp Personal Account messaging within Latenode to send notifications, gather data, or provide basic support. Build visual workflows triggered by events, then enrich or route message data to other apps. Scale customer interactions without complex code and per-step costs—use Latenode to connect WhatsApp to your business.
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How can I connect my PDFMonkey account to WhatsApp Personal Account using Latenode?
To connect your PDFMonkey account to WhatsApp Personal Account on Latenode, follow these steps:
Can I send generated invoices via WhatsApp using the integration?
Yes, you can! Latenode allows sending PDFMonkey-generated invoices directly to clients via WhatsApp, automating payment reminders and improving customer experience. Build complex scenarios with no-code.
What types of tasks can I perform by integrating PDFMonkey with WhatsApp Personal Account?
Integrating PDFMonkey with WhatsApp Personal Account allows you to perform various tasks, including:
How does Latenode handle errors during PDFMonkey document generation?
Latenode provides robust error handling, allowing you to set up alerts via WhatsApp or retry failed PDF generation with custom logic.
Are there any limitations to the PDFMonkey and WhatsApp Personal Account integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: