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How to connect ManyChat and pdfFiller
Create a New Scenario to Connect ManyChat 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 ManyChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, ManyChat or pdfFiller will be your first step. To do this, click "Choose an app," find ManyChat or pdfFiller, and select the appropriate trigger to start the scenario.
Add the ManyChat Node
Select the ManyChat node from the app selection panel on the right.
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Configure the ManyChat
Click on the ManyChat node to configure it. You can modify the ManyChat 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 ManyChat 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 ManyChat 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 ManyChat 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 ManyChat, 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 ManyChat and pdfFiller integration works as expected. Depending on your setup, data should flow between ManyChat 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 ManyChat and pdfFiller
ManyChat + pdfFiller + Google Sheets: When a new or updated custom field is registered in ManyChat, create a pre-filled PDF form via pdfFiller using that information, and then log the details of the form and the ManyChat user in a Google Sheet.
pdfFiller + ManyChat + Email: When a new document is created in pdfFiller, send the link to the document via ManyChat to the user. Use ManyChat to confirm receipt or send reminders. Upon confirmation, send a copy of the document via email.
ManyChat and pdfFiller integration alternatives
About ManyChat
Use ManyChat in Latenode to automate personalized messaging based on triggers from other apps. Sync contact data, manage chatbot flows based on CRM updates, or route leads to sales teams via Slack. Build flexible, scalable marketing automation without complex coding or per-step fees using Latenode’s visual editor.
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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 ManyChat and pdfFiller
How can I connect my ManyChat account to pdfFiller using Latenode?
To connect your ManyChat account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ManyChat and click on "Connect".
- Authenticate your ManyChat and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send pdfFiller documents via ManyChat?
Yes, you can! Latenode lets you automate document delivery, triggered by ManyChat events, like purchases or support requests. This saves time and enhances customer experience.
What types of tasks can I perform by integrating ManyChat with pdfFiller?
Integrating ManyChat with pdfFiller allows you to perform various tasks, including:
- Automatically sending contracts after a lead qualifies in ManyChat.
- Creating personalized PDF reports from ManyChat user data.
- Collecting signatures on documents triggered by ManyChat commands.
- Updating pdfFiller forms with information gathered through ManyChat.
- Generating invoices and sending them via ManyChat after a sale.
What kind of ManyChat data can I use in my Latenode pdfFiller workflows?
You can access custom fields, tags, user IDs, and chat history from ManyChat to personalize and populate your pdfFiller documents efficiently.
Are there any limitations to the ManyChat and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller templates may require some JavaScript knowledge.
- Rate limits from ManyChat and pdfFiller APIs apply.
- Large file transfers may impact workflow execution time.
