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How to connect Jotform and pdfFiller
Create a New Scenario to Connect Jotform 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 Jotform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jotform or pdfFiller will be your first step. To do this, click "Choose an app," find Jotform or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Jotform Node
Select the Jotform node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Jotform 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 Jotform 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 Jotform 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 Jotform, 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 Jotform and pdfFiller integration works as expected. Depending on your setup, data should flow between Jotform 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 Jotform and pdfFiller
Jotform + pdfFiller + Google Sheets: When a new submission is received in Jotform, a PDF document is created using pdfFiller. The submission details are then added as a new row in a Google Sheet.
Jotform + pdfFiller + Docusign: Upon receiving a new submission in Jotform, a filled PDF document is generated in pdfFiller. This document is then sent for signature using Docusign, streamlining the document signing process.
Jotform and pdfFiller integration alternatives
About Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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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 Jotform and pdfFiller
How can I connect my Jotform account to pdfFiller using Latenode?
To connect your Jotform account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jotform and click on "Connect".
- Authenticate your Jotform and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate pdfFiller templates from new Jotform submissions?
Yes, you can! Latenode lets you map Jotform data to pdfFiller templates automatically. This saves time and ensures consistent, error-free document generation at scale.
What types of tasks can I perform by integrating Jotform with pdfFiller?
Integrating Jotform with pdfFiller allows you to perform various tasks, including:
- Automatically generating contracts when a Jotform is submitted.
- Archiving completed Jotform submissions as searchable PDFs.
- Creating invoices from order form data collected via Jotform.
- Updating client records in a database using pdfFiller data.
- Sending automated email notifications with completed PDFs.
How to handle conditional logic with Jotform data inside Latenode?
Use Latenode's visual editor and JavaScript blocks to implement complex conditional logic based on Jotform responses, tailoring workflows.
Are there any limitations to the Jotform and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller templates might require advanced mapping configurations.
- Rate limits of Jotform and pdfFiller APIs apply depending on your plans.
- Real-time updates depend on the polling interval you configure.
