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How to connect Formaloo and pdfFiller
Create a New Scenario to Connect Formaloo 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 Formaloo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formaloo or pdfFiller will be your first step. To do this, click "Choose an app," find Formaloo or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Formaloo Node
Select the Formaloo node from the app selection panel on the right.
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Configure the Formaloo
Click on the Formaloo node to configure it. You can modify the Formaloo 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 Formaloo 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 Formaloo 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 Formaloo 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 Formaloo, 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 Formaloo and pdfFiller integration works as expected. Depending on your setup, data should flow between Formaloo 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 Formaloo and pdfFiller
Formaloo + pdfFiller + Google Sheets: When a new row is added to a Formaloo form, a PDF document is created from a template in pdfFiller, populated with the form data, and then a new row is added to a Google Sheet to store the data for analysis.
pdfFiller + Formaloo + PandaDoc: When a new filled form is submitted through pdfFiller, details of the signed document are logged in Formaloo, and the document is archived in PandaDoc as an attachment.
Formaloo and pdfFiller integration alternatives
About Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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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 Formaloo and pdfFiller
How can I connect my Formaloo account to pdfFiller using Latenode?
To connect your Formaloo account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formaloo and click on "Connect".
- Authenticate your Formaloo and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate pdfFiller templates from Formaloo submissions?
Yes, you can! Latenode's visual editor makes this seamless. Automatically populate pdfFiller templates with Formaloo data for efficient document generation and streamlined workflows.
What types of tasks can I perform by integrating Formaloo with pdfFiller?
Integrating Formaloo with pdfFiller allows you to perform various tasks, including:
- Automatically create contracts from collected form data.
- Generate reports based on survey responses.
- Create personalized welcome letters using form submissions.
- Update existing PDF documents with new form data.
- Archive completed forms and associated documents.
How does Latenode enhance Formaloo's automation capabilities?
Latenode empowers Formaloo with advanced logic, AI, JavaScript, and no-code blocks for unparalleled custom automation workflows.
Are there any limitations to the Formaloo and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF layouts might require advanced configuration.
- The number of free pdfFiller API calls depends on your plan.
- Real-time updates depend on the polling interval set in Latenode.
