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How to connect Lemlist and pdfFiller
Create a New Scenario to Connect Lemlist 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 Lemlist, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lemlist or pdfFiller will be your first step. To do this, click "Choose an app," find Lemlist or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Lemlist Node
Select the Lemlist node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Lemlist 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 Lemlist 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 Lemlist 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 Lemlist, 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 Lemlist and pdfFiller integration works as expected. Depending on your setup, data should flow between Lemlist 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 Lemlist and pdfFiller
Lemlist + pdfFiller + Google Sheets: When a new activity occurs in Lemlist (e.g., email sent, link clicked), a contract is generated in pdfFiller using a template. The signed PDF is then downloaded, and data from the Lemlist activity and the signed document is saved to a new row in a Google Sheet.
pdfFiller + Lemlist + Salesforce: When a new filled form is received in pdfFiller, a new lead is created in Salesforce with contact details and company information extracted from the form. Subsequently, the new lead is added to a follow-up email campaign in Lemlist.
Lemlist and pdfFiller integration alternatives
About Lemlist
Automate personalized outreach with Lemlist inside Latenode. Build flows to trigger email campaigns based on CRM updates or data enrichment. Add conditional logic, use AI to personalize messages, and track results—all visually. Scale outreach without complex code or per-step fees. Use JavaScript for advanced customization.
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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 Lemlist and pdfFiller
How can I connect my Lemlist account to pdfFiller using Latenode?
To connect your Lemlist account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lemlist and click on "Connect".
- Authenticate your Lemlist and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I personalize contracts with Lemlist data and automatically send via pdfFiller?
Yes, you can! Latenode allows you to dynamically populate pdfFiller templates with Lemlist data, then automate sending. Save time and personalize every contract effortlessly.
What types of tasks can I perform by integrating Lemlist with pdfFiller?
Integrating Lemlist with pdfFiller allows you to perform various tasks, including:
- Automatically create personalized contracts from new Lemlist leads.
- Update pdfFiller documents with Lemlist campaign performance data.
- Generate and send invoices using information from Lemlist email responses.
- Archive signed agreements automatically after a Lemlist campaign ends.
- Populate pdfFiller forms with data collected through Lemlist surveys.
Can I use JavaScript within my Lemlist + pdfFiller Latenode workflows?
Yes! Latenode supports JavaScript, so you can add custom logic for advanced data manipulation between Lemlist and pdfFiller.
Are there any limitations to the Lemlist and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller form structures may require advanced configuration.
- Very high volumes of document generation may require a scaled Latenode plan.
- Real-time updates between apps depend on API availability and rate limits.
