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How to connect Nimble and pdfFiller
Create a New Scenario to Connect Nimble 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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or pdfFiller will be your first step. To do this, click "Choose an app," find Nimble or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Nimble Node
Select the Nimble node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Nimble 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 Nimble 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 Nimble 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Nimble, 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 Nimble and pdfFiller integration works as expected. Depending on your setup, data should flow between Nimble 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 Nimble and pdfFiller
Nimble + pdfFiller + Slack: When a new task is created in Nimble, automatically create a contract in pdfFiller using a predefined template and then notify the sales team about the new contract via a Slack channel message.
pdfFiller + Nimble + Google Sheets: When a new filled form is received in pdfFiller, create or update a contact in Nimble with the form data, then add a new row in Google Sheets to track the completed document and customer information.
Nimble and pdfFiller integration alternatives
About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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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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See how Latenode works
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FAQ Nimble and pdfFiller
How can I connect my Nimble account to pdfFiller using Latenode?
To connect your Nimble account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Nimble and click on "Connect".
- Authenticate your Nimble and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate contracts using Nimble contact data?
Yes, you can! Latenode’s visual editor makes it easy. Automatically populate pdfFiller templates with Nimble data, streamlining document creation and saving valuable time.
What types of tasks can I perform by integrating Nimble with pdfFiller?
Integrating Nimble with pdfFiller allows you to perform various tasks, including:
- Automatically create contracts when a new deal is closed in Nimble.
- Update contact information in Nimble when a pdfFiller form is submitted.
- Send personalized contracts via pdfFiller based on Nimble contact segments.
- Archive signed documents from pdfFiller directly to a Nimble contact's record.
- Generate reports in pdfFiller using data extracted from Nimble opportunities.
How secure is my Nimble data when integrated through Latenode?
Latenode employs enterprise-grade security measures, including encryption and secure authentication protocols, ensuring your Nimble data is always protected.
Are there any limitations to the Nimble and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller form logic might require custom JavaScript code.
- Large-scale data transfers can be subject to Nimble API rate limits.
- Some advanced pdfFiller features may not have direct Latenode equivalents.
