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Automatically populate pdfFiller documents with Agile CRM data. Latenode's visual editor makes it simple to map fields, while affordable execution-based pricing avoids overspending on document automation. Plus, add custom logic with JavaScript.
Connect Agile CRM and pdfFiller in minutes with Latenode.
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Create a New Scenario to Connect Agile CRM and pdfFiller
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or pdfFiller will be your first step. To do this, click "Choose an app," find Agile CRM or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the pdfFiller Node
Next, click the plus (+) icon on the Agile CRM node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
Agile CRM
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pdfFiller
Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the Agile CRM and pdfFiller Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and pdfFiller Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
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pdfFiller
Trigger on Webhook
β
Agile CRM
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, pdfFiller, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Agile CRM and pdfFiller integration works as expected. Depending on your setup, data should flow between Agile CRM and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
pdfFiller + Google Drive + Agile CRM: When a new filled form is received in pdfFiller, the document is downloaded and uploaded to Google Drive. Then, a note is added to the corresponding contact in Agile CRM, linking to the stored document.
pdfFiller + Agile CRM + Slack: When a new filled form is received in pdfFiller, the information is added to a contact in Agile CRM and a notification is sent to a Slack channel to alert the team.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
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How can I connect my Agile CRM account to pdfFiller using Latenode?
To connect your Agile CRM account to pdfFiller on Latenode, follow these steps:
Can I automatically update contact info in Agile CRM from filled pdfFiller forms?
Yes, you can! Latenode allows real-time data syncing using visual workflows, keeping your CRM updated automatically & eliminating manual data entry. Huge time saver!
What types of tasks can I perform by integrating Agile CRM with pdfFiller?
Integrating Agile CRM with pdfFiller allows you to perform various tasks, including:
How secure is my Agile CRM data when using Latenode's integration?
Latenode uses enterprise-grade security measures, including encryption and secure authentication, to protect your Agile CRM and pdfFiller data.
Are there any limitations to the Agile CRM and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: