Integration · Docs and data
AI agents for PDFMonkey
Generate PDFs (and images) from your PDFMonkey templates: invoices, quotes, certificates, contracts and reports, filled with the data you send.
- Actions
- 7
- Read
- 4
- Write
- 3
Actions
What your agents can do in PDFMonkey
Generate PDFs (and images) from your PDFMonkey templates: invoices, quotes, certificates, contracts and reports, filled with the data you send. Returns a download address for the finished file, and lists, finds and deletes documents made before.
Read 4
Look things up. Nothing changes.
Get a document
Returns a document's status (draft, pending, generating, success or failure with failure_cause) and, once successful, a fresh download_url (valid for 1 hour), filename and preview_url.
List documents
Lists documents, 24 a page, newest first, each with its id, status, filename, template and download_url.
List templates
Lists the templates of a workspace with each one's id, identifier (its name) and output type.
Get a template
Returns one template with its identifier, output type and sample_data (example data showing the fields its payload takes), so you know what to send to generate_document.
Write 3
Create, change or send.
Generate a document
Fills a template with your data and waits until the file is ready, then returns document_card with status success, download_url (a signed link valid for 1 hour), filename and preview_url.
Start a document
Like generate_document, but returns at once with the new document's id and status pending instead of waiting.
Delete a documentDeletes data
Deletes a document and its generated file for good; its links stop working.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your PDFMonkey account.
What you enter
- API secret key
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your PDFMonkey data
Ask a question in plain words. The agent can get a document, list documents or list templates in PDFMonkey, then answers with what it found.
- 02
Let an agent update PDFMonkey
Have the agent generate a document or start a document in PDFMonkey as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent PDFMonkey and Slack: it can get a document in PDFMonkey and post a summary to a Slack channel in the same run.
Works well with
More Docs and data tools
- Google Sheets3 actionsAdd rows to a Google Sheets spreadsheet, read a range of cells, and write over a range, signed in with the person's own Google account.
- Google Docs3 actionsCreate Google Docs documents, read their text, and add text to the end of them, signed in with the person's own Google account.
- Notion4 actionsAdd pages to Notion databases, append text to pages, query databases and search the pages shared with an internal integration.
- Confluence4 actionsCreate, read and search Confluence Cloud pages on your Atlassian site, signed in with an email address and an API token.
- Airtable4 actionsCreate, update, list and read records in Airtable bases that a personal access token can reach.
- Docusign3 actionsSend documents for signature from a Docusign template, check an envelope's status and list recent envelopes, as the person who connects.
FAQ
PDFMonkey and MyDeepAgents
Can MyDeepAgents connect to PDFMonkey?
Yes. The PDFMonkey connector has 7 actions: 4 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect PDFMonkey?
Paste an API key from your PDFMonkey account. You'll need: API secret key. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in PDFMonkey without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use PDFMonkey in workflows as well as agents?
Yes. Every PDFMonkey action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put PDFMonkey to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.