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How to connect GoCanvas and pdfFiller
Create a New Scenario to Connect GoCanvas 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 GoCanvas, triggered by another scenario, or executed manually (for testing purposes). In most cases, GoCanvas or pdfFiller will be your first step. To do this, click "Choose an app," find GoCanvas or pdfFiller, and select the appropriate trigger to start the scenario.
Add the GoCanvas Node
Select the GoCanvas node from the app selection panel on the right.
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Configure the GoCanvas
Click on the GoCanvas node to configure it. You can modify the GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas, 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 GoCanvas and pdfFiller integration works as expected. Depending on your setup, data should flow between GoCanvas 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 GoCanvas and pdfFiller
GoCanvas + Google Drive + pdfFiller: Automatically download new GoCanvas submissions as files, upload them to Google Drive, and then create a filled PDF document using pdfFiller.
pdfFiller + GoCanvas + Slack: When a new filled form is created in pdfFiller based on a document originating from GoCanvas, a notification is sent to a designated Slack channel.
GoCanvas and pdfFiller integration alternatives
About GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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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 GoCanvas and pdfFiller
How can I connect my GoCanvas account to pdfFiller using Latenode?
To connect your GoCanvas account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select GoCanvas and click on "Connect".
- Authenticate your GoCanvas and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate PDFs with GoCanvas form data?
Yes, you can! Latenode automates data transfer between GoCanvas and pdfFiller, reducing manual entry and errors. Easily map form fields to PDF templates for instant document creation.
What types of tasks can I perform by integrating GoCanvas with pdfFiller?
Integrating GoCanvas with pdfFiller allows you to perform various tasks, including:
- Automatically generating contracts after a GoCanvas form submission.
- Creating fillable PDF versions of submitted GoCanvas inspections.
- Archiving completed GoCanvas forms as secure, signed PDFs.
- Pre-filling pdfFiller templates with GoCanvas data for review.
- Sending GoCanvas data to a pdfFiller document for e-signature.
Can I trigger a pdfFiller workflow from a GoCanvas form submission?
Yes! Latenode enables real-time automation. Trigger pdfFiller workflows instantly when new GoCanvas forms are submitted, saving valuable time.
Are there any limitations to the GoCanvas and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF layouts may require adjustments for optimal data mapping.
- Extensive data transformations might require custom JavaScript code.
- The number of monthly workflow executions depends on your Latenode plan.
