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How to connect Contacts+ and pdfFiller
Create a New Scenario to Connect Contacts+ 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 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.
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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.
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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 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:
- 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 Contacts+, 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 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.
Most powerful ways to connect Contacts+ and pdfFiller
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.
Contacts+ and pdfFiller integration alternatives
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.
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FAQ Contacts+ and pdfFiller
How can I connect my Contacts+ account to pdfFiller using Latenode?
To connect your Contacts+ account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically generate contracts from contact details.
- Archive signed documents to contact profiles.
- Update contact info from filled form submissions.
- Send personalized form requests to contacts.
- Create invoices based on client contact details.
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:
- Complex form logic may require custom JavaScript code.
- The number of free monthly operations depends on your Latenode plan.
- Some advanced pdfFiller features require a premium pdfFiller subscription.
