How to Use PDFMonkey Integrations

PDFMonkey integrations let you generate, send, and manage PDF documents within Latenode. Use these integrations to automate document workflows. Connect them to your CRM, database, or other apps. Trigger actions based on data changes or user events.

Here's How to Use PDFMonkey integration in Latenode:

• Add PDFMonkey Node: Find PDFMonkey in the integrations library and add it to your canvas.
• Connect Your Account: Authenticate using your PDFMonkey API key for secure access.
• Choose an Action: Select actions such as "Generate PDF" or "Get Document."
• Map Your Data: Connect data from other nodes to fill your PDF templates.

These steps enable document creation after form submissions or database updates. Trigger invoice generation following new sales. Automate report creation for data analysis tasks. Keep HR processes efficient with templated document flows. These integrations reduce manual work.

• Faster Document Creation: Create documents in seconds without manual data entry.
• Reduced Errors: Minimize mistakes by using automated data population.
• Consistent Branding: Ensure all documents adhere to your brand guidelines.

• Finance: QuickBooks invoices can trigger PDFMonkey to generate statements. This gives customers up-to-date financial documents.
• HR: When a new employee is added in BambooHR, PDFMonkey creates welcome packets. The packets contain personalized onboarding documents.
• Marketing: AWeber updates trigger PDFMonkey to make personalized reports. These reports show email campaign performance.
• Customer Support: New Zendesk tickets prompt PDFMonkey to create support summaries. This helps agents quickly understand issues.
• E-commerce: Shopify orders automatically generate invoices via PDFMonkey. Customers get order confirmations with payment details.

Best integrations for PDFMonkey 2025

Connect PDFMonkey to the apps you use daily. Unlock faster document workflows with these top integrations.

Airtable

Generate contracts or reports from Airtable data. Populate tables with PDFMonkey output. Build custom applications with documents embedded. Update Airtable records based on PDF actions. Manage document workflows directly in your bases. Link generated PDFs for simple record access. Ensure data consistency across platforms.

Salesforce

Automatically create proposals or invoices from Salesforce opportunities. Store generated PDFs within Salesforce records. Trigger document creation when opportunity stages change. Use data for personalized document generation. Simplify sales processes with automated contracts. Keep a single source of truth in your CRM. Improve audit trails for compliance.

HubSpot

Generate personalized marketing materials with HubSpot contacts. Attach generated PDFs to HubSpot emails. Trigger document creation with form submissions. Use contact properties to customize documents. Update contact records based on PDF interactions. Align sales and marketing with document automation. Enhance lead nurturing with tailored content.

Google Drive

Automatically save generated PDFs to Google Drive folders. Organize documents with folder structures. Share documents through Google Drive. Archive signed contracts. Create backup copies of essential documents. Ensure document accessibility for team members. Control document versions with Drive's features.

Dropbox

Store generated PDFs directly in Dropbox folders. Automate file organization with folder structures. Facilitate easy sharing of documents with clients. Maintain a centralized document repository. Keep backup copies of vital business records. Integrate document workflows with existing systems. Ensure secure file storage.

Slack

Receive notifications about document creation or updates. Share generated PDFs directly in Slack channels. Trigger workflows with slash commands. Keep teams informed about document status. Automate team communication regarding documents. Centralize document-related discussions. Improve team collaboration and responsiveness.

Gmail

Send generated PDFs as email attachments. Automate email delivery upon document completion. Customize email content with document data. Trigger email sequences based on PDF events. Keep customers informed about their documents. Streamline communication with automated delivery. Provide a better customer experience.

Microsoft Outlook

Send generated PDFs directly as Outlook attachments. Automate document delivery using dynamic data. Customize email content with document information. Trigger email flows from PDF actions. Update customers about key documents. Automate repetitive messaging. Save time with simplified communication.

Box

Save generated PDFs to Box folders for secure storage. Organize files automatically using advanced structures. Share documents internally and externally with Box. Control access permissions for sensitive PDFs. Maintain compliance with Box's security features. Improve data governance and control. Simplify document management workflows.

Webhooks

Send real-time data to any application via webhooks. Trigger custom actions based on PDF events. Integrate with custom-built software. Extend functionality beyond pre-built integrations. Create advanced document automation workflows. Connect to internal systems for complex processes. Build tailored solutions for specific business needs.

• Airtable. Automatically generate invoices in PDFMonkey when new sales records are added, storing them in a linked Airtable attachment field for easy access.
• HubSpot. When a deal reaches 'Closed Won,' trigger PDFMonkey to create a contract, pre-filled with deal data, and attach it to the HubSpot record.
• Google Sheets. Use PDFMonkey to generate reports from spreadsheet data, automatically emailing them to stakeholders on a weekly basis.
• Slack. Summarize lengthy PDFMonkey-generated documents and post key points to a dedicated Slack channel for quick team updates.
• Jotform. Upon form submission, use PDFMonkey to create a PDF copy of the submission data for record-keeping and send it to the submitter.
• Zoho CRM. Generate personalized welcome packets in PDFMonkey when a new lead is created, including tailored product information based on their interests.
• ClickUp. Attach PDFMonkey-generated reports to ClickUp tasks to provide detailed project status updates and facilitate team collaboration.
• WordPress.com. Create branded PDF versions of blog posts via PDFMonkey, allowing users to download and share content offline.

What is PDFMonkey?

PDFMonkey is an API that helps developers generate PDF documents easily from templates. You can dynamically fill templates with data and get perfectly formatted PDFs for invoices, reports, and more.

How do I create a PDF template?

You can create PDF templates using HTML and CSS. PDFMonkey supports standard web technologies, allowing you to design your templates with familiar tools, then upload them to your account.

Can I integrate PDFMonkey with my app?

Yes, PDFMonkey is designed for integration. We offer API endpoints and libraries for various programming languages, making it simple to connect PDF generation to your existing application workflow.