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Automatically generate personalized documents with PDFMonkey, then use Sendgrid to instantly email them to new customers. Latenode lets you scale this automation affordably and add custom logic with JavaScript for advanced personalization.
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Sendgrid
PDFMonkey
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Create a New Scenario to Connect Sendgrid and PDFMonkey
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Sendgrid, triggered by another scenario, or executed manually (for testing purposes). In most cases, Sendgrid or PDFMonkey will be your first step. To do this, click "Choose an app," find Sendgrid or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the Sendgrid Node
Select the Sendgrid node from the app selection panel on the right.
Sendgrid
Configure the Sendgrid
Click on the Sendgrid node to configure it. You can modify the Sendgrid 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 Sendgrid node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
Sendgrid
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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 Sendgrid 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 Sendgrid and PDFMonkey Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
โ
PDFMonkey
Trigger on Webhook
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Sendgrid
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Sendgrid, PDFMonkey, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Sendgrid and PDFMonkey integration works as expected. Depending on your setup, data should flow between Sendgrid and PDFMonkey (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Sendgrid + PDFMonkey + Airtable: When a new record is created in Airtable, a personalized PDF guide is generated using PDFMonkey and sent to the user via Sendgrid. The email details are logged in Airtable.
Stripe + PDFMonkey + Sendgrid: When a new event occurs in Stripe indicating a successful payment, PDFMonkey generates an invoice. This invoice is then automatically emailed to the customer using Sendgrid.
About Sendgrid
Use Sendgrid in Latenode to automate email sending within larger workflows. Trigger emails based on events in other apps, personalize content with data transformations, and track results. Latenode simplifies complex email automations without code and scales affordably, letting you focus on strategy, not limits.
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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 Sendgrid account to PDFMonkey using Latenode?
To connect your Sendgrid account to PDFMonkey on Latenode, follow these steps:
Can I automatically generate and email invoices?
Yes, you can! Latenode lets you automate invoice creation from Sendgrid data using PDFMonkey, emailing them instantly. Benefit from no-code blocks and flexible JavaScript steps.
What types of tasks can I perform by integrating Sendgrid with PDFMonkey?
Integrating Sendgrid with PDFMonkey allows you to perform various tasks, including:
How do I handle large Sendgrid data sets within my PDFMonkey workflows?
Latenode efficiently manages large datasets using built-in tools and JavaScript for data transformation before sending to PDFMonkey for document generation.
Are there any limitations to the Sendgrid and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: