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How to connect Lark and pdfFiller
Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or pdfFiller will be your first step. To do this, click "Choose an app," find Lark or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Lark 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 Lark 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 Lark 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Lark, 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 Lark and pdfFiller integration works as expected. Depending on your setup, data should flow between Lark 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 Lark and pdfFiller
pdfFiller + Google Drive + Lark: When a new document is filled in pdfFiller, it's automatically saved to a designated folder in Google Drive. A notification is then sent to a specific group chat in Lark to inform the team.
pdfFiller + Lark + Slack: Upon completion of a document in pdfFiller, a notification is sent to a specified channel in Lark and also to a channel in Slack, ensuring everyone is promptly informed.
Lark and pdfFiller integration alternatives
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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 Lark and pdfFiller
How can I connect my Lark account to pdfFiller using Latenode?
To connect your Lark account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lark and click on "Connect".
- Authenticate your Lark and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive Lark messages into pdfFiller?
Yes, you can! Latenode's visual editor allows building automated workflows to archive Lark messages directly into pdfFiller, creating a searchable, long-term record. Enjoy better data management!
What types of tasks can I perform by integrating Lark with pdfFiller?
Integrating Lark with pdfFiller allows you to perform various tasks, including:
- Automatically saving new Lark channel messages as PDF documents.
- Creating pdfFiller documents from data submitted in Lark forms.
- Triggering pdfFiller document signing workflows from Lark messages.
- Sending completed pdfFiller documents to specified Lark channels.
- Updating pdfFiller documents based on real-time Lark data changes.
Can I use JavaScript with the Lark integration on Latenode?
Yes! Latenode allows incorporating JavaScript code within your Lark workflows, for complex data transformations and advanced logic beyond simple no-code options.
Are there any limitations to the Lark and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on Lark and pdfFiller API availability.
- Large file processing may require optimized Latenode server resources.
- Custom JavaScript code requires development and testing.
