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How to connect Cloze and pdfFiller
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or pdfFiller will be your first step. To do this, click "Choose an app," find Cloze or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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 Cloze, 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 Cloze and pdfFiller integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and pdfFiller
pdfFiller + Cloze + Google Drive: When a new filled form is received in pdfFiller, find the corresponding client details in Cloze using information from the form. Then, create a folder in Google Drive using the client's name and upload the signed document to that folder.
pdfFiller + Cloze + Slack: Upon a new filled form in pdfFiller, the flow finds the associated client in Cloze. Then, a Slack message is sent, including details of the completed document and a link to the client's profile in Cloze.
Cloze and pdfFiller 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 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 Cloze and pdfFiller
How can I connect my Cloze account to pdfFiller using Latenode?
To connect your Cloze account to pdfFiller 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 pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze deals with signed pdfFiller contracts?
Yes, you can! With Latenode, automate updates to Cloze based on pdfFiller e-signature completions, enhancing your sales pipeline visibility in real-time. Use no-code or advanced logic to achieve this.
What types of tasks can I perform by integrating Cloze with pdfFiller?
Integrating Cloze with pdfFiller allows you to perform various tasks, including:
- Automatically populate contracts in pdfFiller with Cloze contact data.
- Trigger pdfFiller signature requests when a deal reaches a certain stage in Cloze.
- Store completed pdfFiller documents directly within a Cloze contact's file section.
- Generate personalized agreements from Cloze data and send via pdfFiller.
- Archive signed contracts from pdfFiller to a designated folder linked to Cloze.
How does Latenode enhance Cloze's automation capabilities?
Latenode extends Cloze by adding pdfFiller integration, custom JavaScript functions, AI, and flexible scheduling for more complex automation scenarios.
Are there any limitations to the Cloze and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers may impact workflow execution speed.
- Rate limits on Cloze and pdfFiller APIs might affect high-volume automation.
- Complex conditional logic requires careful workflow design.
