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Automatically populate pdfFiller documents with Businessmap data to streamline contract generation and task assignment. Latenode's visual editor makes complex workflows easy, and affordable execution-based pricing saves money as your automations scale across teams.
Connect Businessmap and pdfFiller in minutes with Latenode.
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Create a New Scenario to Connect Businessmap and pdfFiller
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or pdfFiller will be your first step. To do this, click "Choose an app," find Businessmap or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
Businessmap
Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap 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 Businessmap node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
Businessmap
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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 Businessmap 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 Businessmap and pdfFiller Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
โ
pdfFiller
Trigger on Webhook
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Businessmap
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Businessmap, pdfFiller, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Businessmap and pdfFiller integration works as expected. Depending on your setup, data should flow between Businessmap and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Businessmap + pdfFiller + Slack: When a card in Businessmap reaches a 'completed' phase (triggered by a card event), a completion certificate is generated in pdfFiller using a template. The team is then notified in Slack via a channel message.
pdfFiller + Businessmap + Google Sheets: When a new filled form is received in pdfFiller (representing a signed contract), the project status in Businessmap is updated based on the contract details, and the contract information is logged in a Google Sheets spreadsheet.
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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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 Businessmap account to pdfFiller using Latenode?
To connect your Businessmap account to pdfFiller on Latenode, follow these steps:
Can I automatically create contracts based on Businessmap data in pdfFiller?
Yes, you can! Latenode's visual editor makes it easy to map Businessmap data to pdfFiller templates, automating document creation and saving you time.
What types of tasks can I perform by integrating Businessmap with pdfFiller?
Integrating Businessmap with pdfFiller allows you to perform various tasks, including:
How does Latenode enhance Businessmap automation beyond its native features?
Latenode adds advanced logic, AI, JavaScript, and scaling, missing in Businessmap, enabling sophisticated, customized automation workflows.
Are there any limitations to the Businessmap and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: