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How to connect Cloze and PDF.co
Create a New Scenario to Connect Cloze and PDF.co
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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or PDF.co will be your first step. To do this, click "Choose an app," find Cloze or PDF.co, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the PDF.co Node
Next, click the plus (+) icon on the Cloze node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
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Authenticate PDF.co
Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.
Configure the Cloze and PDF.co 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 Cloze and PDF.co 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 Cloze, PDF.co, 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 Cloze and PDF.co integration works as expected. Depending on your setup, data should flow between Cloze and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cloze and PDF.co
Cloze + PDF.co + Google Drive: When a deal stage changes in Cloze, a PDF report is generated using PDF.co. This report is then archived in a specified Google Drive folder.
PDF.co + Cloze + Slack: When a PDF is generated using PDF.co, the flow updates the corresponding contact's information in Cloze with a communication record and sends a notification to the sales team in Slack.
Cloze and PDF.co integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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About PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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FAQ Cloze and PDF.co
How can I connect my Cloze account to PDF.co using Latenode?
To connect your Cloze account to PDF.co on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and PDF.co accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create PDF reports from new Cloze opportunities?
Yes, you can! Latenode lets you trigger PDF.co from new Cloze opportunities. Automate reporting, share key details instantly, and keep your team aligned with zero coding.
What types of tasks can I perform by integrating Cloze with PDF.co?
Integrating Cloze with PDF.co allows you to perform various tasks, including:
- Generate personalized PDF contracts when a deal reaches a specific stage.
- Automatically archive Cloze contact information into secure PDF documents.
- Create and send invoices as PDFs based on won opportunities in Cloze.
- Watermark confidential PDF documents with Cloze deal information.
- Extract data from PDF reports and update corresponding Cloze fields.
Can I use custom JavaScript to transform Cloze data before generating PDFs?
Yes! Latenode's JavaScript blocks enable advanced data manipulation, ensuring your PDF outputs from PDF.co precisely match your needs.
Are there any limitations to the Cloze and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF layouts might require advanced PDF.co configurations.
- High-volume PDF generation could be subject to PDF.co's API rate limits.
- Real-time updates depend on the polling interval set within Latenode.
