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How to connect Softr and PDFMonkey
Create a New Scenario to Connect Softr and PDFMonkey
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Softr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Softr or PDFMonkey will be your first step. To do this, click "Choose an app," find Softr or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the Softr Node
Select the Softr node from the app selection panel on the right.
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Add the PDFMonkey Node
Next, click the plus (+) icon on the Softr 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.
Configure the Softr 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 Softr 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 don’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 Softr, PDFMonkey, and any additional nodes, don’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 “Run once” and triggering an event to check if the Softr and PDFMonkey integration works as expected. Depending on your setup, data should flow between Softr 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 Softr and PDFMonkey
Softr + PDFMonkey + Airtable: When a new record is created in Softr (likely from a form submission), generate a PDF contract using PDFMonkey with the submitted data. Then, create a new record in Airtable containing the data from Softr and the link to the generated PDF document.
PDFMonkey + Softr + Zapier: When a document is generated in PDFMonkey, update the corresponding user's record in Softr with the document's status. Then, trigger an email sequence via Zapier using the Softr user data and the PDF document details.
Softr and PDFMonkey integration alternatives
About Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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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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See how Latenode works
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FAQ Softr and PDFMonkey
How can I connect my Softr account to PDFMonkey using Latenode?
To connect your Softr account to PDFMonkey on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Softr and click on "Connect".
- Authenticate your Softr and PDFMonkey accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices upon Softr form submission?
Yes, you can! Latenode's visual editor makes it easy to trigger PDFMonkey from Softr, automatically generating invoices. Benefit from streamlined billing and enhanced customer experience.
What types of tasks can I perform by integrating Softr with PDFMonkey?
Integrating Softr with PDFMonkey allows you to perform various tasks, including:
- Automatically creating personalized contracts upon Softr form submission.
- Generating reports based on data collected through Softr applications.
- Creating welcome kits for new users signing up via Softr.
- Dynamically generating certificates upon course completion in Softr.
- Automating invoice generation for Softr-managed customer orders.
How does Latenode enhance Softr's data processing capabilities?
Latenode lets you use JavaScript code blocks and AI steps to transform Softr data before sending it to PDFMonkey, for customized PDF creation.
Are there any limitations to the Softr 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.
- Rate limits apply based on your Softr and PDFMonkey subscription plans.
- Custom JavaScript code requires a basic understanding of programming.
