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Automatically generate personalized PDF proposals from Ocean.io leads and close deals faster. Latenode's visual editor simplifies the workflow, while affordable execution-based pricing makes scaling effortless.
Connect Ocean.io and PDF.co in minutes with Latenode.
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Ocean.io
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Create a New Scenario to Connect Ocean.io 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 Ocean.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ocean.io or PDF.co will be your first step. To do this, click "Choose an app," find Ocean.io or PDF.co, and select the appropriate trigger to start the scenario.
Add the Ocean.io Node
Select the Ocean.io node from the app selection panel on the right.
Ocean.io
Configure the Ocean.io
Click on the Ocean.io node to configure it. You can modify the Ocean.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the PDF.co Node
Next, click the plus (+) icon on the Ocean.io node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
Ocean.io
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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.
Configure the Ocean.io 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.
Set Up the Ocean.io and PDF.co Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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PDF.co
Trigger on Webhook
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Ocean.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ocean.io, 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 Ocean.io and PDF.co integration works as expected. Depending on your setup, data should flow between Ocean.io and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ocean.io + PDF.co + Slack: When a new lead is identified in Ocean.io, a summary report is generated in PDF format using PDF.co. A message containing the report is then sent to a designated Slack channel for team review.
PDF.co + Ocean.io + Airtable: When a PDF document is processed, the extracted data is sent to Ocean.io to enrich existing lead information. The enriched lead data, including the extracted PDF content, is then logged in Airtable for record-keeping and analysis.
About Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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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.
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How can I connect my Ocean.io account to PDF.co using Latenode?
To connect your Ocean.io account to PDF.co on Latenode, follow these steps:
Can I generate PDF reports from Ocean.io lead data?
Yes, you can! Latenode enables this with a simple workflow, automatically creating customized PDF reports from new or updated leads in Ocean.io, ready for instant sharing and analysis.
What types of tasks can I perform by integrating Ocean.io with PDF.co?
Integrating Ocean.io with PDF.co allows you to perform various tasks, including:
How securely does Latenode handle Ocean.io data?
Latenode uses secure encryption and authentication protocols to protect your Ocean.io data during transfer and storage, maintaining privacy.
Are there any limitations to the Ocean.io and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: