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How to connect Calendly and pdfFiller
Create a New Scenario to Connect Calendly 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 Calendly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Calendly or pdfFiller will be your first step. To do this, click "Choose an app," find Calendly or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Calendly Node
Select the Calendly node from the app selection panel on the right.
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Configure the Calendly
Click on the Calendly node to configure it. You can modify the Calendly 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 Calendly 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 Calendly 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 Calendly 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 Calendly, 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 Calendly and pdfFiller integration works as expected. Depending on your setup, data should flow between Calendly 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 Calendly and pdfFiller
Calendly + pdfFiller + Google Drive: When a new Calendly invitee is created, download the associated document from pdfFiller and save it to Google Drive.
pdfFiller + Calendly + Slack: When a new filled form is received in pdfFiller, retrieve the Calendly meeting details using the associated information, and send a notification to a Slack channel.
Calendly and pdfFiller integration alternatives
About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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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 Calendly and pdfFiller
How can I connect my Calendly account to pdfFiller using Latenode?
To connect your Calendly account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Calendly and click on "Connect".
- Authenticate your Calendly and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate pdfFiller templates after Calendly bookings?
Yes, you can! Latenode's visual builder makes it easy to trigger pdfFiller updates from Calendly events, pre-filling forms and saving time. Extend functionality with custom code.
What types of tasks can I perform by integrating Calendly with pdfFiller?
Integrating Calendly with pdfFiller allows you to perform various tasks, including:
- Automatically sending contracts via pdfFiller after a Calendly meeting is booked.
- Generating personalized onboarding documents when a new client schedules a call.
- Archiving signed agreements in a designated folder upon meeting completion.
- Creating invoices in pdfFiller based on the duration of the scheduled Calendly event.
- Updating client databases with information gathered during the Calendly booking process.
Can I filter Calendly events based on invitee email on Latenode?
Yes, you can easily filter Calendly events using the invitee's email. Latenode offers advanced filtering options for precise automation.
Are there any limitations to the Calendly and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller templates might require advanced configuration.
- Real-time data synchronization depends on the APIs of both apps.
- Some advanced pdfFiller editing features may not be directly automatable.
