Create template
WriteA new template in a workspace.
Permissions and limits
Account permissions
- A PDFMonkey secret API key (Dashboard, API Key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Generate PDFMonkey documents from templates, follow their status and download links, and manage templates.
Explore 13 workflow actions for PDFMonkey, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
A new template in a workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete a document and its file.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a document from a template and queue it (status pending), or keep it as a draft.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a document and wait (up to 6 minutes) for the finished card with its download link.
A repeated request may repeat the external action. Review the previous result before retrying a write.
The account behind the key: plan, available documents and email.
The full document, with payload and generation logs.
A document's status, file name, meta and download link (valid one hour).
A template's content, styles, sample data and settings.
Document cards, 24 per page, filtered by template, status, workspace, update time or search.
A workspace's template cards.
Change a document's template, payload or meta, or set status pending to (re)generate it.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the given template fields.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in PDFMonkey. A saved workflow is not a completed provider action.