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Automatically populate pdfFiller templates using data from Knack, then send completed documents for signature. Latenode's visual editor and affordable pay-by-execution pricing make automating this complex process easy and scalable.
Connect Knack and pdfFiller in minutes with Latenode.
Create Knack to pdfFiller workflow
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Create a New Scenario to Connect Knack and pdfFiller
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
Knack
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.
Knack
β
pdfFiller
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:
JavaScript
β
AI Anthropic Claude 3
β
pdfFiller
Trigger on Webhook
β
Knack
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Knack, pdfFiller, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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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How can I connect my Knack account to pdfFiller using Latenode?
To connect your Knack account to pdfFiller on Latenode, follow these steps:
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:
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: