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How to connect ClickSend and pdfFiller
Create a New Scenario to Connect ClickSend 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 ClickSend, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickSend or pdfFiller will be your first step. To do this, click "Choose an app," find ClickSend or pdfFiller, and select the appropriate trigger to start the scenario.
Add the ClickSend Node
Select the ClickSend node from the app selection panel on the right.
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Configure the ClickSend
Click on the ClickSend node to configure it. You can modify the ClickSend 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 ClickSend 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 ClickSend 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 ClickSend 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 ClickSend, 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 ClickSend and pdfFiller integration works as expected. Depending on your setup, data should flow between ClickSend 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 ClickSend and pdfFiller
pdfFiller + Airtable + ClickSend: When a new document is filled via pdfFiller, the document is saved to Airtable, and a confirmation SMS is sent via ClickSend.
pdfFiller + Google Sheets + ClickSend: When a new form is filled in pdfFiller, the data is stored in Google Sheets and a confirmation SMS is sent via ClickSend.
ClickSend and pdfFiller integration alternatives
About ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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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 ClickSend and pdfFiller
How can I connect my ClickSend account to pdfFiller using Latenode?
To connect your ClickSend account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickSend and click on "Connect".
- Authenticate your ClickSend and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send SMS after a pdfFiller document is signed?
Yes, you can! Latenode enables this with a visual workflow. Notify recipients instantly using ClickSend when a document is completed in pdfFiller, improving response times.
What types of tasks can I perform by integrating ClickSend with pdfFiller?
Integrating ClickSend with pdfFiller allows you to perform various tasks, including:
- Send SMS notifications when a pdfFiller document is completed.
- Create and send personalized SMS campaigns based on form data.
- Automatically send reminders for pending document signatures.
- Update contact information in ClickSend from pdfFiller form submissions.
- Trigger follow-up SMS based on specific responses in pdfFiller forms.
How does Latenode handle failed ClickSend messages in my workflow?
Latenode offers robust error handling. You can configure alerts and automated retry mechanisms, ensuring reliable ClickSend message delivery.
Are there any limitations to the ClickSend and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller templates might require custom parsing using JavaScript.
- SMS delivery rates are subject to ClickSend's policies and carrier restrictions.
- Latenode's free tier has usage limits on the number of operations per month.
