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How to connect Bexio and pdfFiller
Create a New Scenario to Connect Bexio 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 Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or pdfFiller will be your first step. To do this, click "Choose an app," find Bexio or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Bexio Node
Select the Bexio node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Bexio 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 Bexio 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 Bexio 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, 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 Bexio and pdfFiller integration works as expected. Depending on your setup, data should flow between Bexio 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 Bexio and pdfFiller
pdfFiller + Google Drive + Bexio: When a new filled form is submitted in pdfFiller, the document is downloaded and uploaded to a specific folder in Google Drive. The Google Drive file link is then used to update the corresponding contact record in Bexio.
pdfFiller + Bexio + Slack: Upon a new filled form in pdfFiller, the automation finds a related contact or company in Bexio. Then, the automation sends a notification to a designated Slack channel to inform the sales team about the signed contract.
Bexio and pdfFiller integration alternatives
About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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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 Bexio and pdfFiller
How can I connect my Bexio account to pdfFiller using Latenode?
To connect your Bexio account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bexio and click on "Connect".
- Authenticate your Bexio and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive finalized contracts from Bexio to pdfFiller?
Yes, you can! Latenode lets you build powerful automations to instantly transfer documents. Keep your archives in sync and save time, using no-code blocks, AI, or JavaScript.
What types of tasks can I perform by integrating Bexio with pdfFiller?
Integrating Bexio with pdfFiller allows you to perform various tasks, including:
- Automatically create contracts in pdfFiller from new Bexio leads.
- Archive signed pdfFiller documents directly into Bexio contacts.
- Update Bexio contact details based on information from completed pdfFiller forms.
- Send contracts for signature via pdfFiller when a new Bexio project starts.
- Generate invoices in Bexio based on signed pdfFiller timesheets.
How can I use custom JavaScript with the Bexio integration on Latenode?
Latenode allows you to use JavaScript code blocks to transform data between Bexio and pdfFiller, enabling advanced manipulations beyond simple data mapping.
Are there any limitations to the Bexio and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller form field mappings may require custom JavaScript.
- High-volume document processing can be subject to Bexio API rate limits.
- Real-time updates depend on Bexio and pdfFiller webhook availability and reliability.
