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Automatically populate contracts from NoCRM deal data and generate signed PDFs with pdfFiller. Latenode's visual editor makes it easier to customize the entire process with JavaScript, while keeping costs down with pay-per-execution pricing.
Connect NoCRM and pdfFiller in minutes with Latenode.
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Create a New Scenario to Connect NoCRM and pdfFiller
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or pdfFiller will be your first step. To do this, click "Choose an app," find NoCRM or pdfFiller, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
NoCRM
Add the pdfFiller Node
Next, click the plus (+) icon on the NoCRM node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
NoCRM
β
pdfFiller
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 NoCRM 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 NoCRM and pdfFiller Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
pdfFiller
Trigger on Webhook
β
NoCRM
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring NoCRM, pdfFiller, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the NoCRM and pdfFiller integration works as expected. Depending on your setup, data should flow between NoCRM and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NoCRM + pdfFiller + Slack: When a lead's status is changed to 'Won' in NoCRM, a contract is generated in pdfFiller using a template. Then, a notification is sent to the sales team via Slack.
NoCRM + pdfFiller + Google Sheets: After a lead's status is changed to 'Won' in NoCRM, the filled contract is downloaded from pdfFiller and its details are archived in Google Sheets by adding a new row.
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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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How can I connect my NoCRM account to pdfFiller using Latenode?
To connect your NoCRM account to pdfFiller on Latenode, follow these steps:
Can I automatically populate contracts with NoCRM lead data?
Yes, you can! Latenode allows seamless data transfer between NoCRM and pdfFiller, automatically populating contract templates. Save time and ensure accuracy using our visual workflow editor.
What types of tasks can I perform by integrating NoCRM with pdfFiller?
Integrating NoCRM with pdfFiller allows you to perform various tasks, including:
Can I use custom JavaScript code within my NoCRM + pdfFiller workflow?
Yes! Latenode supports custom JavaScript code, allowing for advanced data manipulation and workflow customization between NoCRM and pdfFiller.
Are there any limitations to the NoCRM and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: