How to connect RD Station and PDFMonkey
Create a New Scenario to Connect RD Station and PDFMonkey
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or PDFMonkey will be your first step. To do this, click "Choose an app," find RD Station or PDFMonkey, and select the appropriate trigger to start the scenario.

Add the RD Station Node
Select the RD Station node from the app selection panel on the right.


RD Station

Configure the RD Station
Click on the RD Station node to configure it. You can modify the RD Station URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the PDFMonkey Node
Next, click the plus (+) icon on the RD Station node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.


RD Station
β

PDFMonkey


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

JavaScript
β
AI Anthropic Claude 3
β

PDFMonkey
Trigger on Webhook
β

RD Station
β
β
Iterator
β
Webhook response


Save and Activate the Scenario
After configuring RD Station, PDFMonkey, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the RD Station and PDFMonkey integration works as expected. Depending on your setup, data should flow between RD Station and PDFMonkey (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect RD Station and PDFMonkey
RD Station + PDFMonkey + Google Sheets: When a new lead conversion occurs in RD Station, a personalized PDF brochure is generated using PDFMonkey and the lead's information. A new row is then added to a Google Sheet to track the brochure generation activity.
PDFMonkey + RD Station + Slack: When a document is generated in PDFMonkey, the lead's status in RD Station is updated to reflect that a contract was generated. Subsequently, a message is sent to a specified Slack channel to notify the sales team about the update.
RD Station and PDFMonkey integration alternatives

About RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
Related categories

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.
Similar apps
Related categories
See how Latenode works
FAQ RD Station and PDFMonkey
How can I connect my RD Station account to PDFMonkey using Latenode?
To connect your RD Station account to PDFMonkey on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select RD Station and click on "Connect".
- Authenticate your RD Station and PDFMonkey accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate PDF reports for new RD Station leads?
Yes, you can! Latenode lets you trigger PDFMonkey from RD Station data, automating report generation. This saves time and ensures timely lead follow-up based on customized reports.
What types of tasks can I perform by integrating RD Station with PDFMonkey?
Integrating RD Station with PDFMonkey allows you to perform various tasks, including:
- Create personalized PDF contracts when a lead reaches a specific stage.
- Generate welcome packets as PDFs for new RD Station contacts.
- Automatically create invoices based on deals closed in RD Station.
- Send PDF brochures to leads based on their interests tracked in RD Station.
- Archive RD Station data as PDFs for compliance and record-keeping.
How can I use RD Station data to customize PDF documents?
Latenode allows you to map RD Station fields directly to PDFMonkey templates, personalizing each document with relevant lead information.
Are there any limitations to the RD Station and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF templates might require advanced PDFMonkey plan.
- Rate limits on the RD Station API can affect high-volume workflows.
- Custom fonts need to be pre-uploaded to PDFMonkey for use.