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How to connect Monday and pdfFiller
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or pdfFiller will be your first step. To do this, click "Choose an app," find Monday or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and pdfFiller integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and pdfFiller
Monday + pdfFiller + Slack: When a specific column is updated in Monday, a contract is sent via pdfFiller. Upon the document being filled, a notification is sent to a Slack channel.
pdfFiller + Google Sheets + Monday: When a new filled form is received in pdfFiller, the data is archived to a Google Sheet. Then, the project status in Monday is updated accordingly.
Monday and pdfFiller integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and pdfFiller
How can I connect my Monday account to pdfFiller using Latenode?
To connect your Monday account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate contract creation upon Monday status change?
Yes, you can! Latenode's visual editor makes it easy to trigger pdfFiller contract generation based on Monday updates, streamlining document workflows.
What types of tasks can I perform by integrating Monday with pdfFiller?
Integrating Monday with pdfFiller allows you to perform various tasks, including:
- Automatically generating contracts when a new Monday project starts.
- Updating Monday with the signing status of a document from pdfFiller.
- Creating a new pdfFiller document from data collected in a Monday form.
- Sending completed pdfFiller documents to a specific Monday board.
- Archiving signed documents in pdfFiller based on a Monday status change.
HowsecureismyMondaydatawhenusingLatenodeforintegration?
Latenode uses secure authentication protocols and encryption to protect your data during Monday and pdfFiller integrations.
Are there any limitations to the Monday 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.
- Rate limits from Monday and pdfFiller may impact high-volume workflows.
- Custom JavaScript code may be needed for highly specific transformations.
