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How to connect Basin and pdfFiller
Create a New Scenario to Connect Basin 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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or pdfFiller will be your first step. To do this, click "Choose an app," find Basin or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Basin 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 Basin 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 Basin 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 Basin, 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 Basin and pdfFiller integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and pdfFiller
Basin + pdfFiller + Google Sheets: When a new submission is received in Basin, a fillable PDF is created in pdfFiller using a template. After the PDF is filled, the data from the filled form is added as a new row in a Google Sheet.
pdfFiller + Basin + Slack: When a new form is filled in pdfFiller, a notification is sent to a Slack channel. The submission data from Basin is then archived by listing submissions. Slack notifies the channel.
Basin and pdfFiller integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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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 Basin and pdfFiller
How can I connect my Basin account to pdfFiller using Latenode?
To connect your Basin account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate pdfFiller documents with Basin form submissions?
Yes, you can! Latenode's visual editor makes it easy to map Basin data to pdfFiller fields, streamlining document creation and reducing manual data entry with powerful no-code building.
What types of tasks can I perform by integrating Basin with pdfFiller?
Integrating Basin with pdfFiller allows you to perform various tasks, including:
- Automatically generate contracts from new Basin form submissions.
- Create fillable PDF applications using data collected via Basin forms.
- Route signed documents to specific departments based on form data.
- Archive completed forms and generated PDFs in a cloud storage solution.
- Send personalized welcome packets to new clients upon form submission.
How do I handle errors when integrating Basin with pdfFiller on Latenode?
Latenode offers robust error handling. Utilize built-in error-handling blocks to manage and resolve integration issues gracefully, ensuring smooth workflow operation.
Are there any limitations to the Basin and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF formatting may require custom JavaScript code.
- The number of PDF documents generated depends on your pdfFiller subscription plan.
- Real-time synchronization is subject to API rate limits of both services.
