Sendgrid and PDFMonkey Integration

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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

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Sendgrid and PDFMonkey

Create a New Scenario to Connect Sendgrid and PDFMonkey

In the workspace, click the โ€œCreate 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.

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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.

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Run node once

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.

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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.

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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.

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Set Up the Sendgrid 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 donโ€™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 Sendgrid, PDFMonkey, and any additional nodes, donโ€™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 โ€œRun 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.

Most powerful ways to connect Sendgrid and PDFMonkey

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.

Sendgrid and PDFMonkey integration alternatives

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.

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.

Sendgrid + PDFMonkey integration

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FAQ Sendgrid and PDFMonkey

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

To connect your Sendgrid account to PDFMonkey on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Sendgrid and click on "Connect".
  • Authenticate your Sendgrid and PDFMonkey accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Generate personalized PDF reports based on Sendgrid email analytics.
  • Automatically create welcome kits with personalized PDFs after signup.
  • Archive sent email content as PDFs for compliance purposes.
  • Generate certificates based on email engagement metrics.
  • Create dynamic invoices from Sendgrid order confirmation emails.

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:

  • Complex PDF templates may require advanced PDFMonkey plan features.
  • High Sendgrid email volume might impact workflow execution speed.
  • Real-time data synchronization is subject to API rate limits.

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