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How to connect Apollo and pdfFiller
Create a New Scenario to Connect Apollo 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 Apollo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Apollo or pdfFiller will be your first step. To do this, click "Choose an app," find Apollo or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Apollo Node
Select the Apollo node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Apollo 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 Apollo 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 Apollo 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 Apollo, 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 Apollo and pdfFiller integration works as expected. Depending on your setup, data should flow between Apollo 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 Apollo and pdfFiller
Apollo + pdfFiller + Slack: When a new contact is created in Apollo, automatically populate a contract in pdfFiller and send a notification with a link to the document to a Slack channel for review.
pdfFiller + Apollo + Google Sheets: When a new filled form is created in pdfFiller, update the contact in Apollo and log the completed contract details in Google Sheets.
Apollo and pdfFiller integration alternatives
About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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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 Apollo and pdfFiller
How can I connect my Apollo account to pdfFiller using Latenode?
To connect your Apollo account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Apollo and click on "Connect".
- Authenticate your Apollo and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate contracts from Apollo data?
Yes, Latenode allows populating pdfFiller contracts with Apollo data. Automate document creation and save time by mapping contact details to your contract templates.
What types of tasks can I perform by integrating Apollo with pdfFiller?
Integrating Apollo with pdfFiller allows you to perform various tasks, including:
- Automatically creating contracts when new leads are added to Apollo.
- Updating contact information in pdfFiller documents from Apollo data.
- Generating personalized proposals based on Apollo opportunity stages.
- Archiving signed contracts directly into Apollo contacts as attachments.
- Sending templated NDAs for signature upon initial contact in Apollo.
How does Latenode handle Apollo's API rate limits?
Latenode intelligently manages API calls, queues requests, and retries failed attempts, ensuring reliable integration even with Apollo's API limits.
Are there any limitations to the Apollo and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller form logic may require custom scripting in Latenode.
- Initial setup requires understanding of both Apollo and pdfFiller data structures.
- Large-scale data migrations may require careful planning for optimal performance.
