STEP 1
Connect Form.io and PDFMonkey
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Form.io and PDFMonkey Integration
Keep Form.io and PDFMonkey in sync by integrating their events and actions. When productivity events happen in Form.io, update the PDFMonkey automatically - without any line of code in visual workflow builder.
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Learn about Form.io and PDFMonkey
Detailed info you need to know about Form.io and PDFMonkey integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Form.io to PDFMonkey
Set up your Form.io and PDFMonkey integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Form.io and PDFMonkey nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Form.io and PDFMonkey. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Form.io and PDFMonkey work in WEXTL?
WEXTL exposes actions and triggers for Form.io and PDFMonkey that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Form.io triggersPDFMonkey actions
Form.io modules
- Accept Team InviteAccepts team invite.
- Add Team MemberCreates team member.
- Check Submission ExistsChecks submission exists.
- Create FormCreates form.
- Create Form ActionCreates form action.
- Create Platform UserCreates platform user.
- Create ProjectCreates project.
- Create Project AdminCreates project admin.
- Create Project VersionCreates project version.
- Create RoleCreates role.
- Create StageCreates stage.
- Create SubmissionCreates submission.
- Create TeamCreates team.
- Create TenantCreates tenant.
- Delete Blob (Azure)Deletes blob (azure).
- Delete File (Google Drive)Deletes file (google drive).
- Delete File (S3)Deletes file (s3).
- Delete FormDeletes form.
- Delete Form ActionDeletes form action.
- Delete ProjectDeletes project.
- Delete Project AdminDeletes project admin.
- Delete Project VersionDeletes project version.
- Delete RoleDeletes role.
- Delete StageDeletes stage.
- Delete SubmissionDeletes submission.
- Delete TeamDeletes team.
- Delete TenantDeletes tenant.
- Delete Uploaded PDFDeletes uploaded pdf.
- Deploy Version To StagePerforms deploy version to stage.
- Export Form DefinitionExports form definition.
- Export ProjectExports project.
- Generate PDF From SubmissionGenerates pdf from submission.
- Get Action TypeReturns action type.
- Get Aggregated ReportReturns aggregated report.
- Get Download File (Dropbox)Returns download file (dropbox).
- Get Download File (Google Drive)Returns download file (google drive).
- Get Download SAS URL (Azure)Returns download sas url (azure).
- Get Download URL (S3)Returns download url (s3).
- Get FormReturns form.
- Get Form ActionReturns form action.
- Get Form DraftReturns form draft.
- Get Form RevisionReturns form revision.
- Get PDF Download TokenReturns pdf download token.
- Get PDF FileReturns pdf file.
- Get PDF HTMLReturns pdf html.
- Get ProjectReturns project.
- Get Project AccessReturns project access.
- Get Project AdminReturns project admin.
- Get Project VersionReturns project version.
- Get RoleReturns role.
PDFMonkey modules
- Create a DocumentCreates a document and can queue it to generate.
- Create a SnippetCreates a reusable snippet of HTML for templates.
- Create a TemplateCreates a template in a workspace.
- Create a Template FolderCreates a template folder.
- Delete a DocumentDeletes a document and its generated file.
- Delete a SnippetDeletes a snippet.
- Delete a TemplateDeletes a template.
- Delete a Template FolderDeletes a template folder.
- Generate a DocumentCreates a document and returns it when generation finishes.
- Get a DocumentReturns one document, including the data sent to the template.
- Get a Document CardReturns a short summary of one document, including its download link when the file is ready.
- Get a SnippetReturns one snippet.
- Get a TemplateReturns one template, including its content and print settings.
- Get a Template FolderReturns one template folder.
- Get a WorkspaceReturns one workspace.
- Get Current UserReturns the account behind this API key.
- List DocumentsRetrieves a list of generated documents.
- List PDF EnginesRetrieves the PDF rendering engines on the account.
- List SnippetsRetrieves the reusable snippets in a workspace.
- List Template FoldersRetrieves the template folders in a workspace.
- List TemplatesRetrieves the templates in a workspace.
- List WorkspacesRetrieves the workspaces on the account.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a DocumentUpdates a document, or queues it to generate.
- Update a SnippetUpdates a snippet's name or HTML.
- Update a TemplateUpdates a template's content, settings, or folder.
- Update a Template FolderRenames a template folder.
- Watch Document GenerationTriggers when a document finishes generating or fails to generate.
- Watch DocumentsTriggers when a document in the chosen status has its updated time move.
Frequently asked questions
Common questions about connecting Form.io and PDFMonkey.
Connect your Form.io and PDFMonkey accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Form.io's "Watch New Submissions" fires, WEXTL can "Create a Document" in PDFMonkey. Form.io has 3 triggers (including Watch New Submissions, Watch Submissions, and Watch Updated Submissions); PDFMonkey has 27 actions (including Create a Document, Create a Snippet, and Create a Template). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Form.io-to-PDFMonkey automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Form.io (or PDFMonkey) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Form.io + PDFMonkey automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Form.io and PDFMonkey integration.
- Form.io and PDFMonkey integration source code, module specs and credentials implementation.
- Our Form.io and PDFMonkey integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Form.io and PDFMonkey — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Form.io integration information
- PDFMonkey integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library