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PDFMonkey — Zapier integration

Generate PDF documents from your PDFMonkey templates inside a Zap, and react when a document finishes generating.

What it does

Triggers

  • Document Generated — instant (REST hook) trigger that fires when a document finishes generating successfully. Optionally scoped to one or more templates.

Actions

  • Generate Document — creates a document from a template and returns it once generation completes. Because generation can take longer than Zapier's ~30 s synchronous limit, the action runs asynchronously: it registers a per-run, channel-scoped webhook, hands Zapier a callback URL, and resumes the Task when PDFMonkey notifies that the document is ready. Testing the step in the Zap editor generates a real document too, but waits for it by polling: the editor never resumes a callback during setup. Data can be provided either as a visual Zapier mapping or as a raw JSON payload, with optional line items.
  • Delete Document — deletes a document by ID.

Searches

  • Find Document — looks up a document by ID.

Authentication

API-key based. Users paste their Secret Key from the PDFMonkey account page; every request is sent as a Bearer token against https://api.pdfmonkey.io.

Development

npm install       # install dependencies
npm test          # run the Jest suite
zapier test       # run the suite through the Zapier CLI
zapier push       # push a new version to Zapier

Requires Node 20+ (matches the zapier-platform-core Lambda runtime).

Project layout

Path Contents
authentication.js API-key auth definition
triggers/ Document Generated (instant + legacy polling), workspace/template dropdowns
actions/ Generate Document, Delete Document
searches/ Find Document
lib/ Shared helpers (e.g. document JSON parsing)
mappings/ Output field definitions
samples/ Sample records for the Zap editor
test/ Jest specs (mocked with nock)

Changelog

See CHANGELOG.md.

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Zapier integration for PDFMonkey

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