Microsoft Excel and PDF.co Integration

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Automate document workflows by populating PDF templates with data from Microsoft Excel. With Latenode’s visual editor, customize these workflows further using JavaScript or integrate AI, scaling affordably by paying only for execution time.

Swap Apps

Microsoft Excel

PDF.co

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Excel and PDF.co

Create a New Scenario to Connect Microsoft Excel and PDF.co

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 Microsoft Excel, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Excel or PDF.co will be your first step. To do this, click "Choose an app," find Microsoft Excel or PDF.co, and select the appropriate trigger to start the scenario.

Add the Microsoft Excel Node

Select the Microsoft Excel node from the app selection panel on the right.

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Microsoft Excel

Configure the Microsoft Excel

Click on the Microsoft Excel node to configure it. You can modify the Microsoft Excel URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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#1 Microsoft Excel

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Connect Microsoft Excel

Sign In

Run node once

Add the PDF.co Node

Next, click the plus (+) icon on the Microsoft Excel node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.

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Microsoft Excel

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PDF.co

Authenticate PDF.co

Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.

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Connect PDF.co

Sign In

Run node once

Configure the Microsoft Excel and PDF.co Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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PDF.co Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Microsoft Excel and PDF.co 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 Microsoft Excel, PDF.co, 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 Microsoft Excel and PDF.co integration works as expected. Depending on your setup, data should flow between Microsoft Excel and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft Excel and PDF.co

Microsoft Excel + PDF.co + Google Drive: When a new workbook is created in Microsoft Excel, convert the data to PDF using PDF.co, and then store the converted PDF file in a specified folder in Google Drive for archiving purposes.

Gmail + PDF.co + Microsoft Excel: When a new email with an attachment arrives in Gmail, the attached PDF invoice is parsed using PDF.co's AI Invoice Parser to extract the relevant data, and the extracted data is then added as a new row in a Microsoft Excel table.

Microsoft Excel and PDF.co integration alternatives

About Microsoft Excel

Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.

About PDF.co

Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.

See how Latenode works

FAQ Microsoft Excel and PDF.co

How can I connect my Microsoft Excel account to PDF.co using Latenode?

To connect your Microsoft Excel account to PDF.co on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft Excel and click on "Connect".
  • Authenticate your Microsoft Excel and PDF.co accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically convert Excel data into fillable PDF forms?

Yes, you can! Latenode's visual editor makes it simple to map Excel data fields to PDF form fields, automating document creation. This saves time and reduces manual data entry errors.

What types of tasks can I perform by integrating Microsoft Excel with PDF.co?

Integrating Microsoft Excel with PDF.co allows you to perform various tasks, including:

  • Populating PDF templates with data extracted from Excel spreadsheets.
  • Converting Excel spreadsheets to PDF documents for archiving purposes.
  • Adding watermarks to PDF documents based on data in Excel files.
  • Splitting or merging PDF documents using data defined in Excel.
  • Extracting data from PDF forms and storing it in Microsoft Excel.

How do I handle large Excel files when using the Latenode integration?

Latenode offers efficient data processing and scaling options, including server-side JavaScript execution, ensuring even large Excel files are handled smoothly.

Are there any limitations to the Microsoft Excel and PDF.co integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Excel formulas may require custom JavaScript for full compatibility.
  • PDF.co API usage is subject to PDF.co's rate limits and subscription plan.
  • Very large PDF files can impact workflow execution time.

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