Moxie and PDF.co Integration

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Automatically generate branded invoices from Moxie project data using PDF.co. Latenode's visual editor simplifies complex document workflows, while affordable execution-based pricing helps scaling teams save.

Swap Apps

Moxie

PDF.co

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moxie and PDF.co

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

Add the Moxie Node

Select the Moxie node from the app selection panel on the right.

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Moxie

Configure the Moxie

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

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Moxie

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Connect Moxie

Sign In

Run node once

Add the PDF.co Node

Next, click the plus (+) icon on the Moxie 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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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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PDF.co

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Connect PDF.co

Sign In

Run node once

Configure the Moxie 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

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Change

Select an action *

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The action ID

Run node once

Set Up the Moxie 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 Moxie, 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 Moxie and PDF.co integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and PDF.co

Moxie + PDF.co + Google Drive: When a new form submission is created in Moxie, convert it to a PDF using PDF.co, and then upload the PDF to a designated folder in Google Drive for archiving.

Moxie + PDF.co + Slack: When a new project is created in Moxie, convert it into a PDF report using PDF.co and send a notification to a designated Slack channel when the report is ready using PDF.co's Job Check.

Moxie and PDF.co integration alternatives

About Moxie

Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.

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 Moxie and PDF.co

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

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

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

Can I automatically archive Moxie chat transcripts as PDFs?

Yes, you can! Latenode allows seamless automation, turning chat transcripts into PDF documents for easy archiving and compliance using PDF.co’s advanced conversion features.

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

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

  • Automatically convert new Moxie chat logs into searchable PDF documents.
  • Generate PDF reports summarizing customer interactions from Moxie chats.
  • Watermark PDF versions of Moxie transcripts for security and branding.
  • Extract data from PDF documents and send targeted Moxie messages.
  • Archive and organize Moxie chat data into PDF portfolios for analysis.

How secure is my Moxie data when using Latenode integrations?

Latenode uses enterprise-grade security, encrypting data at rest and in transit, so your Moxie info remains protected while integrating with PDF.co.

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

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

  • Large PDF files may impact workflow speed due to processing time.
  • Custom PDF.co templates require some familiarity with their syntax.
  • Moxie API rate limits may affect high-volume automation scenarios.

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