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Automatically generate personalized PDF documents from RD Station form submissions with Latenode. Easily customize templates with JavaScript and scale your document creation, benefiting from affordable execution-based pricing.
Connect RD Station and PDFMonkey in minutes with Latenode.
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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
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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:
JavaScript
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AI Anthropic Claude 3
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PDFMonkey
Trigger on Webhook
β
RD Station
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β
Iterator
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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.
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.
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.
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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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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:
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:
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: