How to connect Microsoft Teams and pdfFiller
Create a New Scenario to Connect Microsoft Teams 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 Microsoft Teams, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Teams or pdfFiller will be your first step. To do this, click "Choose an app," find Microsoft Teams or pdfFiller, and select the appropriate trigger to start the scenario.

Add the Microsoft Teams Node
Select the Microsoft Teams node from the app selection panel on the right.

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Configure the Microsoft Teams
Click on the Microsoft Teams node to configure it. You can modify the Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams, 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 Microsoft Teams and pdfFiller integration works as expected. Depending on your setup, data should flow between Microsoft Teams 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 Microsoft Teams and pdfFiller
pdfFiller + SharePoint + Microsoft Teams: When a new filled form is received in pdfFiller, the document is downloaded and uploaded to a designated SharePoint folder. A message with the SharePoint document link is then sent to a specified Microsoft Teams channel.
pdfFiller + Google Sheets + Microsoft Teams: Upon receiving a new filled form in pdfFiller, the key details from the form are added as a new row to a specified Google Sheet. Subsequently, a notification is sent to a designated Microsoft Teams channel, informing the team about the newly completed document and its details in Google Sheets.
Microsoft Teams and pdfFiller integration alternatives
About Microsoft Teams
Use Microsoft Teams in Latenode to automate notifications and approvals. Instead of manual updates, automatically post messages based on triggers from other apps (like CRM or databases). Streamline workflows and improve team communication by connecting Teams to your automated processes without complex coding.
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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 Microsoft Teams and pdfFiller
How can I connect my Microsoft Teams account to pdfFiller using Latenode?
To connect your Microsoft Teams account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft Teams and click on "Connect".
- Authenticate your Microsoft Teams and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive signed pdfFiller documents in Teams?
Yes, you can! Latenode's visual editor makes this simple. Automatically save completed pdfFiller documents to a specific Teams channel, creating an organized digital archive.
What types of tasks can I perform by integrating Microsoft Teams with pdfFiller?
Integrating Microsoft Teams with pdfFiller allows you to perform various tasks, including:
- Automatically posting new pdfFiller form submissions to a Teams channel.
- Creating pdfFiller documents from new messages in Microsoft Teams.
- Sending a Teams notification when a pdfFiller document is completed.
- Populating pdfFiller templates with data from Microsoft Teams messages.
- Triggering a Teams approval workflow upon pdfFiller document completion.
How secure is the Microsoft Teams integration on Latenode?
Latenode uses secure authentication protocols and encrypts your data to ensure the safety and privacy of your Microsoft Teams information.
Are there any limitations to the Microsoft Teams and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers may experience delays depending on network conditions.
- Real-time updates are subject to API availability and potential rate limits.
- Complex document formatting may not be fully preserved in all scenarios.