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How to connect Kommo and pdfFiller
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or pdfFiller will be your first step. To do this, click "Choose an app," find Kommo or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and pdfFiller integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and pdfFiller
Kommo + pdfFiller + Google Drive: When a deal closes in Kommo, a contract is generated using pdfFiller from a template, and then the filled contract is saved to Google Drive.
pdfFiller + Kommo + Slack: When a form is filled out and signed in pdfFiller, the corresponding contact details in Kommo are updated, and a notification is sent to the sales team in Slack.
Kommo and pdfFiller 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 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 Kommo and pdfFiller
How can I connect my Kommo account to pdfFiller using Latenode?
To connect your Kommo account to pdfFiller 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 pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate pdfFiller documents with Kommo lead data?
Yes, you can! Latenode allows you to map Kommo lead fields directly to pdfFiller templates, streamlining document creation and saving time with a fully automated workflow.
What types of tasks can I perform by integrating Kommo with pdfFiller?
Integrating Kommo with pdfFiller allows you to perform various tasks, including:
- Automatically generate contracts when a deal reaches a specific stage.
- Create invoices in pdfFiller based on Kommo sales data.
- Archive signed documents to a designated Kommo contact.
- Send templated agreements to new leads directly from Kommo.
- Update contact information in pdfFiller from new Kommo entries.
How can I trigger pdfFiller workflows from within Kommo on Latenode?
Using Latenode, you can trigger workflows based on Kommo events like deal stage changes, automatically sending documents for signature.
Are there any limitations to the Kommo and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller templates may require advanced configuration.
- Large volumes of document generation may impact workflow execution time.
- Rate limits on Kommo and pdfFiller APIs can affect data transfer.
