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How to connect Alegra and pdfFiller
Create a New Scenario to Connect Alegra and pdfFiller
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Alegra, triggered by another scenario, or executed manually (for testing purposes). In most cases, Alegra or pdfFiller will be your first step. To do this, click "Choose an app," find Alegra or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Alegra Node
Select the Alegra node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Alegra node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
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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 Alegra 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 Alegra and pdfFiller Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Alegra, pdfFiller, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Alegra and pdfFiller integration works as expected. Depending on your setup, data should flow between Alegra and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Alegra and pdfFiller
Alegra + pdfFiller + Google Drive: When a new sales invoice is created in Alegra, a document is created in pdfFiller using the invoice data. Once the document is filled (signed), it is downloaded and uploaded to a specified folder in Google Drive for archiving.
Alegra + pdfFiller + Slack: When a new sales invoice is created in Alegra, a document is created in pdfFiller using the invoice data and a shareable link is generated. A message containing the link to the draft invoice is then sent to the accounting team in Slack for signature requests.
Alegra and pdfFiller integration alternatives
About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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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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FAQ Alegra and pdfFiller
How can I connect my Alegra account to pdfFiller using Latenode?
To connect your Alegra account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Alegra and click on "Connect".
- Authenticate your Alegra and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive signed contracts to Alegra?
Yes, you can! Latenode lets you watch for completed documents in pdfFiller and automatically create corresponding records in Alegra, ensuring accurate and accessible financial data.
What types of tasks can I perform by integrating Alegra with pdfFiller?
Integrating Alegra with pdfFiller allows you to perform various tasks, including:
- Automatically generate contracts using data from Alegra contacts.
- Send invoices from Alegra through pdfFiller for digital signatures.
- Update Alegra records when a signed pdfFiller document is completed.
- Create new pdfFiller documents based on Alegra transactions.
- Archive signed agreements from pdfFiller directly into Alegra.
How secure is connecting Alegra to Latenode for automation?
Latenode uses secure authentication methods to protect your Alegra and pdfFiller data and access. Your credentials are encrypted and securely stored.
Are there any limitations to the Alegra and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document templates may require advanced configuration.
- Real-time data synchronization depends on the API rate limits.
- Custom JavaScript code may be needed for highly specific logic.
