PDFMonkey and Zoom Integration

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Automatically generate polished PDFs with PDFMonkey after each Zoom meeting, then archive or share them using Latenode’s flexible integrations and no-code logic. Build sophisticated document workflows at scale and pay only for execution time.

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PDFMonkey

Zoom

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDFMonkey and Zoom

Create a New Scenario to Connect PDFMonkey and Zoom

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

Sign In

Run node once

Add the Zoom Node

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

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Authenticate Zoom

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

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Connect Zoom

Sign In

Run node once

Configure the PDFMonkey and Zoom 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 Zoom 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, Zoom, 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 Zoom integration works as expected. Depending on your setup, data should flow between PDFMonkey and Zoom (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 Zoom

Zoom + PDFMonkey + Google Drive: When a Zoom meeting recording is completed, a document is generated in PDFMonkey (e.g., a summary or contract based on meeting data). This generated document is then saved to a specified folder in Google Drive.

Zoom + PDFMonkey + Slack: When a Zoom meeting ends, a thank you note with a summary PDF generated by PDFMonkey is sent as a direct message via Slack to meeting participants, notifying them of the completed meeting and providing a summary.

PDFMonkey and Zoom 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 Zoom

Automate Zoom meeting tasks in Latenode. Trigger actions based on meeting events (start, end, participant join), send notifications, or log data. Combine Zoom with other apps; for example, automatically create follow-up tasks or update databases based on call outcomes. The visual editor and flexible logic blocks simplify complex workflows, without code.

See how Latenode works

FAQ PDFMonkey and Zoom

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

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

Can I automatically generate contracts after a Zoom meeting?

Yes! Latenode lets you trigger PDFMonkey to create and send contracts after Zoom meetings. Use no-code or JavaScript steps for complex logic and data transformations.

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

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

  • Automatically generate personalized documents post-Zoom webinar.
  • Create and send invoices after a Zoom sales call.
  • Archive meeting recordings alongside generated PDF reports.
  • Update contact details in PDFMonkey from Zoom registration info.
  • Generate certificates for Zoom training participants.

CanIuseJavaScripttomanipulatePDFMonkeydataonLatenode?

Yes, Latenode allows you to use JavaScript to manipulate PDFMonkey data, offering precise control over document generation for complex workflows.

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

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

  • Complex document formatting may require advanced PDFMonkey templating.
  • Zoom's API rate limits may affect high-volume automation.
  • Real-time PDF generation is subject to PDFMonkey processing times.

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