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How to connect Knack and pdfFiller
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or pdfFiller will be your first step. To do this, click "Choose an app," find Knack or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and pdfFiller integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and pdfFiller
Knack + pdfFiller + Slack: When a new record is created in Knack, a pre-filled document is generated in pdfFiller using a template. Then, a message is sent to a Slack channel to notify the team for review.
pdfFiller + Knack + Google Sheets: When a new filled form is available in pdfFiller, the Knack database is updated with the information from the form. After that, a new row is added to a Google Sheet to track the data.
Knack and pdfFiller integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack and pdfFiller
How can I connect my Knack account to pdfFiller using Latenode?
To connect your Knack account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate pdfFiller forms from Knack data?
Yes, you can! Latenode allows you to map Knack data fields directly into your pdfFiller templates, automating document creation and saving valuable time. This ensures consistent and accurate data transfer.
What types of tasks can I perform by integrating Knack with pdfFiller?
Integrating Knack with pdfFiller allows you to perform various tasks, including:
- Automatically generating contracts when a new Knack record is created.
- Populating applications with data stored in Knack databases.
- Creating invoices and receipts based on Knack sales data.
- Updating pdfFiller documents with information from Knack fields.
- Archiving completed pdfFiller forms back into Knack as attachments.
How can I trigger workflows based on new Knack entries?
Use Latenode's Knack trigger to start workflows instantly when a new record is added. Pass the data into pdfFiller for automated document creation.
Are there any limitations to the Knack and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller templates with advanced logic may require custom JavaScript.
- Very large Knack datasets can impact workflow execution speed.
- Some advanced pdfFiller features might need manual API calls for full support.
