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How to connect LeadMagic and pdfFiller
Create a New Scenario to Connect LeadMagic 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 LeadMagic, triggered by another scenario, or executed manually (for testing purposes). In most cases, LeadMagic or pdfFiller will be your first step. To do this, click "Choose an app," find LeadMagic or pdfFiller, and select the appropriate trigger to start the scenario.
Add the LeadMagic Node
Select the LeadMagic node from the app selection panel on the right.
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Configure the LeadMagic
Click on the LeadMagic node to configure it. You can modify the LeadMagic URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the pdfFiller Node
Next, click the plus (+) icon on the LeadMagic 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 LeadMagic 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 LeadMagic 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 LeadMagic, 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 LeadMagic and pdfFiller integration works as expected. Depending on your setup, data should flow between LeadMagic 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 LeadMagic and pdfFiller
LeadMagic + pdfFiller + HubSpot: When a new lead is captured in LeadMagic, pre-fill a document in pdfFiller using the lead's information. Then, create or update the contact in HubSpot with the same data.
pdfFiller + LeadMagic + Slack: When a new filled form is submitted in pdfFiller, extract the data and create a corresponding lead in LeadMagic. Finally, send a notification to the sales team via Slack about the new lead.
LeadMagic and pdfFiller integration alternatives
About LeadMagic
Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools without code.
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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 LeadMagic and pdfFiller
How can I connect my LeadMagic account to pdfFiller using Latenode?
To connect your LeadMagic account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LeadMagic and click on "Connect".
- Authenticate your LeadMagic and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate pdfFiller documents with LeadMagic data?
Yes, you can! Latenode allows you to map LeadMagic fields directly into pdfFiller templates, automating document creation and saving you valuable time thanks to our advanced data mapping.
What types of tasks can I perform by integrating LeadMagic with pdfFiller?
Integrating LeadMagic with pdfFiller allows you to perform various tasks, including:
- Automatically generating contracts from new LeadMagic leads.
- Creating personalized reports based on LeadMagic data in pdfFiller.
- Updating existing pdfFiller documents with new LeadMagic information.
- Archiving signed documents back into LeadMagic records.
- Sending customized welcome packets to new leads using pdfFiller.
WhattypesofLeadMagicdatacanIaccesswithinLatenodeworkflows?
You can access all standard LeadMagic lead data, custom fields, and activity history, enabling personalized and data-rich workflows through Latenode.
Are there any limitations to the LeadMagic and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller templates might require advanced configuration.
- Large volumes of document generation may impact workflow execution time.
- Real-time updates depend on the polling interval of the LeadMagic trigger.
