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How to connect Moxie and pdfFiller
Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or pdfFiller will be your first step. To do this, click "Choose an app," find Moxie or pdfFiller, 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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Add the pdfFiller Node
Next, click the plus (+) icon on the Moxie 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 Moxie 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 Moxie 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 Moxie, 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 Moxie and pdfFiller integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and pdfFiller
Moxie + pdfFiller + Google Drive: When a new form submission is created in Moxie, use pdfFiller to create a filled document from a template. Then, upload the completed PDF to a designated folder in Google Drive for archival and easy access.
pdfFiller + Moxie + Slack: Upon a new document being filled via pdfFiller, triggered by an action in Moxie (e.g., creating a form submission), notify a designated Slack channel to alert relevant teams about the signed document.
Moxie and pdfFiller 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.
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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 Moxie and pdfFiller
How can I connect my Moxie account to pdfFiller using Latenode?
To connect your Moxie account to pdfFiller 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 pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate contract creation after Moxie deal closing?
Yes, you can! With Latenode, automatically trigger pdfFiller to generate a contract when a deal closes in Moxie. Save time and ensure documents are ready instantly.
What types of tasks can I perform by integrating Moxie with pdfFiller?
Integrating Moxie with pdfFiller allows you to perform various tasks, including:
- Automatically creating contracts upon successful deal closure in Moxie.
- Updating contact information in pdfFiller from new Moxie lead entries.
- Generating personalized proposals using data from Moxie opportunities.
- Archiving signed documents in Moxie after completion in pdfFiller.
- Sending automated welcome packets to new Moxie customers.
How do I handle conditional logic within Moxie workflows?
Latenode enables complex conditional logic using visual no-code blocks or JavaScript for tailored automation based on Moxie data attributes.
Are there any limitations to the Moxie and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting in pdfFiller may require custom coding.
- The number of simultaneous API calls is subject to rate limits.
- Real-time updates depend on the polling interval configured.
