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How to connect Kintone and PDF.co
Create a New Scenario to Connect Kintone and PDF.co
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 Kintone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kintone or PDF.co will be your first step. To do this, click "Choose an app," find Kintone or PDF.co, and select the appropriate trigger to start the scenario.
Add the Kintone Node
Select the Kintone node from the app selection panel on the right.
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Add the PDF.co Node
Next, click the plus (+) icon on the Kintone node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
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Authenticate PDF.co
Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.
Configure the Kintone and PDF.co 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 Kintone and PDF.co 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 Kintone, PDF.co, 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 Kintone and PDF.co integration works as expected. Depending on your setup, data should flow between Kintone and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Kintone and PDF.co
Kintone + PDF.co + Slack: When a new contract is saved in Kintone, PDF.co converts the contract to a PDF. Finally, a notification is sent to the sales team in Slack.
PDF.co + Kintone + Google Drive: PDF.co extracts data from invoices, then this data updates existing records in Kintone. Finally, the original PDF invoice file is saved to Google Drive.
Kintone and PDF.co integration alternatives
About Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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About PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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FAQ Kintone and PDF.co
How can I connect my Kintone account to PDF.co using Latenode?
To connect your Kintone account to PDF.co on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kintone and click on "Connect".
- Authenticate your Kintone and PDF.co accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate PDF reports from Kintone data?
Yes, you can! Latenode's visual editor makes it simple to map Kintone data fields to PDF templates in PDF.co, automating report creation without coding. Export data and save time!
What types of tasks can I perform by integrating Kintone with PDF.co?
Integrating Kintone with PDF.co allows you to perform various tasks, including:
- Automatically generating invoices from new Kintone records.
- Creating PDF reports from Kintone data and emailing them.
- Watermarking PDFs with data pulled directly from Kintone.
- Converting Kintone data to PDF format for archiving.
- Parsing data from PDFs into Kintone apps for better data entry.
Howsecureisdata transferbetweenKintoneandPDF.cothroughLatenode?
Latenode uses secure connections and encryption to protect your data during transfer between Kintone and PDF.co. You control all permissions and access.
Are there any limitations to the Kintone and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF layouts may require advanced PDF.co configurations.
- Large data volumes can impact workflow execution time.
- The number of API calls is subject to your Kintone and PDF.co plans.
