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Automatically populate pdfFiller forms with new Contacts+ entries to streamline document workflows. Latenode's visual editor and affordable execution-based pricing make this easier to scale than ever before.
Connect Contacts+ and pdfFiller in minutes with Latenode.
Create Contacts+ to pdfFiller workflow
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Create a New Scenario to Connect Contacts+ and pdfFiller
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or pdfFiller will be your first step. To do this, click "Choose an app," find Contacts+ or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
Contacts+
Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
Contacts+
β
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 Contacts+ 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 Contacts+ and pdfFiller Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
pdfFiller
Trigger on Webhook
β
Contacts+
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Contacts+, pdfFiller, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Contacts+ and pdfFiller integration works as expected. Depending on your setup, data should flow between Contacts+ and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
pdfFiller + Google Drive + Contacts+: When a new filled form is received in pdfFiller, the document is downloaded and uploaded to Google Drive. The contact in Contacts+ is then updated with a tag indicating the document has been received and saved.
pdfFiller + Contacts+ + Slack: When a new document is filled in pdfFiller, the client's record in Contacts+ is updated. Subsequently, a message is sent to a Slack channel to notify the team about the updated client record and the filled document.
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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.
Related categories
How can I connect my Contacts+ account to pdfFiller using Latenode?
To connect your Contacts+ account to pdfFiller on Latenode, follow these steps:
Can I automatically populate pdfFiller forms with Contacts+ data?
Yes, you can! Latenode enables automated data transfer, pre-filling pdfFiller forms with contact info from Contacts+, saving you time and improving data accuracy with no-code workflows and custom logic.
What types of tasks can I perform by integrating Contacts+ with pdfFiller?
Integrating Contacts+ with pdfFiller allows you to perform various tasks, including:
How does Latenode handle Contacts+ data security during pdfFiller integrations?
Latenode uses advanced encryption and secure data transmission protocols, ensuring your Contacts+ data remains protected during any pdfFiller automated process.
Are there any limitations to the Contacts+ and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: