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How to connect Formsite and pdfFiller
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or pdfFiller will be your first step. To do this, click "Choose an app," find Formsite or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite 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 Formsite 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 Formsite 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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Save and Activate the Scenario
After configuring Formsite, 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 Formsite and pdfFiller integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and pdfFiller
Formsite + pdfFiller + Google Drive: When a new form is submitted in Formsite, a document is automatically created and filled in pdfFiller. The filled document is then downloaded and uploaded to a specified folder in Google Drive.
Formsite + pdfFiller + Slack: Upon submission of a new form in Formsite, a document is filled using pdfFiller. Once this document is created in pdfFiller, a message is sent to a designated Slack channel, notifying the team of the new document.
Formsite and pdfFiller integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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 Formsite and pdfFiller
How can I connect my Formsite account to pdfFiller using Latenode?
To connect your Formsite account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate PDF forms from new Formsite submissions?
Yes, you can! Latenode's visual editor makes it easy to map data between Formsite and pdfFiller. This automates document creation, saving you time and improving data accuracy.
What types of tasks can I perform by integrating Formsite with pdfFiller?
Integrating Formsite with pdfFiller allows you to perform various tasks, including:
- Automatically create contracts when a Formsite form is submitted.
- Pre-fill applications in pdfFiller with data captured in Formsite.
- Generate personalized reports from collected Formsite form data.
- Create fillable PDF versions of collected Formsite survey responses.
- Archive completed forms as secure, searchable PDFs in pdfFiller.
HowdoIhandlecomplexconditional logicinFormsitedatainLatenode?
Latenode lets you add JavaScript code blocks to handle intricate logic before sending data from Formsite to pdfFiller. Enjoy total data control.
Are there any limitations to the Formsite and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF form structures may require custom mapping configurations.
- Large volumes of form submissions may impact workflow execution time.
- API rate limits from Formsite or pdfFiller can affect processing speed.
