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How to connect Kintone and pdfFiller
Create a New Scenario to Connect Kintone 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 Kintone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kintone or pdfFiller will be your first step. To do this, click "Choose an app," find Kintone or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the Kintone 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 Kintone 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 Kintone 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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pdfFiller
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Kintone, 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 Kintone and pdfFiller integration works as expected. Depending on your setup, data should flow between Kintone 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 Kintone and pdfFiller
Kintone + pdfFiller + Slack: When a Kintone record is updated, a PDF document is generated from a template using data from the updated record in pdfFiller. The generated PDF is then sent to a specified Slack channel.
pdfFiller + Kintone + Google Sheets: When a new filled form is submitted in pdfFiller, the document is downloaded and a new row is added to a Google Sheet with data extracted from the form. Corresponding records in Kintone are then updated using data from the Google Sheet.
Kintone and pdfFiller 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 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 Kintone and pdfFiller
How can I connect my Kintone account to pdfFiller using Latenode?
To connect your Kintone account to pdfFiller 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 pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate pdfFiller documents with Kintone data?
Yes, you can! Latenode allows seamless data transfer, automatically filling pdfFiller templates using Kintone entries. Automate document generation and save valuable time using this feature.
What types of tasks can I perform by integrating Kintone with pdfFiller?
Integrating Kintone with pdfFiller allows you to perform various tasks, including:
- Automatically creating contracts from new Kintone records.
- Generating reports in pdfFiller based on Kintone database entries.
- Sending completed pdfFiller forms to Kintone as attachments.
- Updating Kintone fields when a pdfFiller document is signed.
- Archiving signed pdfFiller documents and linking them in Kintone.
How can I use JavaScript to extend Kintone’s functionality?
With Latenode, you can use JavaScript blocks to manipulate Kintone data, transform it, or integrate custom business logic for advanced automation.
Are there any limitations to the Kintone and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large pdfFiller documents may take longer to process.
- Complex Kintone field mappings may require custom JavaScript.
- API rate limits of Kintone and pdfFiller may affect high-volume workflows.
