PDFMonkey

documents 18 tools available

PDFMonkey is a service that automates the generation of PDF documents from templates, allowing users to create professional PDFs programmatically.

Connect PDFMonkey Visit PDFMonkey

About this integration

Connect PDFMonkey to Definable to auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas call PDFMonkey's 18 tools directly from chat or scheduled flows. Connect this integration to a knowledge persona — the agent will ground answers in your documents with citations.

Connect PDFMonkey to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 18 exposed

Plans All, incl. Free

Data Never trained on

PDFMonkey · in workflows

What teams actually run.

Three patterns teams run with PDFMonkey on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Auto-index new files

│ Watch for new uploads

│ Chunk, embed, and index

└ Make queryable via your knowledge persona

Q&A against a folder

│ Pin a folder as a brain

│ Ask the persona questions

└ Returns answers with citations

Document-trigger flows

│ New contract uploaded

│ Persona extracts key terms

└ Routes to the right approver

18 tools available

The PDFMonkey toolbox.

Every PDFMonkey capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

Create Document

Tool to create a Document. Use when you need to instantiate a PDF from a template; set status='pending' to queue immediate generation. Ensure valid `document_template_id` is provided.

Create Document Sync

Tool to create a document and wait for generation to finish. Use when immediate PDF is needed.

Create Template

Creates a new PDF document template in PDFMonkey. Use this to define reusable templates with HTML/Liquid content and CSS styles for generating PDF documents. Typical workflow: Create template → Preview with draft content → Publish → Generate documents. The template supports Liquid templating syntax (e.g., {{variable_name}}) for dynamic content injection. Only 'identifier' is required; all other fields have sensible defaults.

Delete Document

Tool to delete a Document by its ID. Use when you need to permanently remove a document after confirming its ID. Returns 204 No Content on success.

Delete PDFMonkey Document Template

Tool to delete a document template by ID. Use when you need to remove obsolete templates after validation.

Download Document File

Tool to download a generated PDF file via a presigned URL. Use after obtaining a valid download_url from the Document details endpoint. Verify document status is 'success' (not 'draft' or 'pending') via PDFMONKEY_GET_DOCUMENT before downloading to avoid incomplete files. The URL expires after 1 hour; fetch a new URL upon expiry (403 Forbidden).

Get Current User

Tool to retrieve details about the currently authenticated user. Use when you need account info (quota, plan, email, locale) after authentication.

Get Document

Tool to fetch a Document by its ID. Returns the full document record including payload, meta, logs, and download URL. Note: download_url is time-limited; if a download attempt fails, call GetDocument again to obtain a fresh URL. Check the status field for a finalized (non-draft) state before passing the record to downstream processing tools.

Get DocumentCard

Tool to fetch a DocumentCard by ID. Use when you have a DocumentCard ID and need its download URLs, status, and metadata. Use after generating or updating a DocumentCard.

Get Template by ID

Tool to fetch a Document Template by ID. Use when you need the template's content, styles, settings, and preview URL.

List DocumentCards

Tool to list DocumentCards. Use when you need to retrieve multiple DocumentCards with optional pagination and filtering by template, status, workspace, or update time.

List PDF Engines

Lists all available PDF rendering engines in PDFMonkey. Returns engine IDs, version names, numeric versions, and deprecation status. Use this to select a PDF engine when creating templates or generating documents. Recommended: Use the latest non-deprecated engine (e.g., v5 or highest version).

List Template Cards

List all document template cards for a workspace. Use this action to: - Retrieve all templates available in a workspace - Filter templates by folder (or get only root folder templates with folders='none') - Paginate through large template lists - Sort templates by identifier, creation date, or last update date Returns template cards with metadata including IDs, names, auth tokens, and timestamps.

List Workspaces

Tool to list workspaces (applications). Use when you need all available workspaces for the authenticated user after login.

Preview Template

Fetches the template preview viewer page from PDFMonkey's preview_url. Returns an HTML viewer page that displays the rendered template draft. Use this after obtaining a template's preview_url via Get Template or List Templates.

Update Document

Updates an existing PDFMonkey document's payload, metadata, template, or status. Common use cases: - Modify document data (payload) before generation - Change the template used for the document - Add or update custom metadata - Trigger PDF regeneration by setting status to 'pending' Note: To regenerate a document with updated data, update the payload and set status='pending'.

Update Document Template

Tool to update a document template’s properties. Use when you need to modify an existing template’s content, styles, settings, engine, folder, or TTL.

View Public Share Link

Tool to download a publicly shared PDF via its permanent share link. Use when the document's public_share_link is enabled to fetch the PDF file directly.

See it run

One prompt, start to finish.

A real prompt, the PDFMonkey tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real PDFMonkey task end-to-end — plan it, execute across the API, and hand back a verified result.

pdfmonkey.create_document Tool to create a Document. Use when you need to instantiate a PDF from a template; set sta

pdfmonkey.create_document_sync Tool to create a document and wait for generation to finish. Use when immediate PDF is nee

pdfmonkey.create_template Creates a new PDF document template in PDFMonkey. Use this to define reusable templates wi · verified

done

Done. PDFMonkey responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · PDFMonkey

Questions, answered.

What teams ask before connecting PDFMonkey.

01 What can I automate with PDFMonkey on Definable?

Anything PDFMonkey exposes through its API. Common documents workflows on Definable include auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas can call any of the 18 PDFMonkey tools directly, then chain the result into another integration without you writing code.

02 How does PDFMonkey authentication work?

PDFMonkey uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the PDFMonkey integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 18 PDFMonkey tools. You only need a separate PDFMonkey subscription if PDFMonkey itself charges per seat or per API call.

04 Is using PDFMonkey through Definable secure?

Every call from a persona to PDFMonkey is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with PDFMonkey on Definable?

Sign up for Definable, open the integrations page, find PDFMonkey, and connect via OAuth or API key. You can immediately attach PDFMonkey to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What PDFMonkey actions does Definable expose?

Definable exposes all 18 PDFMonkey actions as callable tools — including `Create Document`, `Create Document Sync`, `Create Template`, plus 15 more. Each tool gets a typed parameter schema so personas know exactly how to call it.