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How to connect Kommo and PDF.co
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or PDF.co will be your first step. To do this, click "Choose an app," find Kommo or PDF.co, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo 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 Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and PDF.co integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and PDF.co
Kommo + PDF.co + Google Drive: When a new lead is created in Kommo, generate a PDF quote using PDF.co and save it to a specific folder in Google Drive.
PDF.co + Kommo + Slack: When a PDF report generated by PDF.co is ready, update the corresponding lead in Kommo and send a notification on Slack.
Kommo and PDF.co integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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 Kommo and PDF.co
How can I connect my Kommo account to PDF.co using Latenode?
To connect your Kommo account to PDF.co on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and PDF.co accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Kommo leads with generated PDF data?
Yes, with Latenode! Automatically parse data from PDF.co-generated documents and update corresponding leads in Kommo. This streamlined approach saves time and ensures your CRM data stays current, leveraging Latenode's data transformation.
What types of tasks can I perform by integrating Kommo with PDF.co?
Integrating Kommo with PDF.co allows you to perform various tasks, including:
- Automatically creating invoices from Kommo deals using PDF.co templates.
- Parsing data from contracts generated in PDF.co to update Kommo contact details.
- Generating personalized PDF reports based on Kommo sales data.
- Automatically watermarking documents in PDF.co when a Kommo deal reaches a certain stage.
- Converting Kommo email attachments to PDF using PDF.co for archival purposes.
How can I trigger workflows in Latenode based on Kommo events?
You can use Kommo triggers within Latenode to start workflows automatically. For instance, trigger a workflow when a new lead is created or an existing deal stage changes.
Are there any limitations to the Kommo and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large PDF files from PDF.co may experience processing delays.
- Complex Kommo data structures may require JavaScript for advanced transformations.
- PDF.co API rate limits apply, potentially affecting high-volume workflows.
