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Automatically generate contracts from Ocean.io leads using pdfFiller. Latenode’s visual editor makes it easy to map data and add custom JavaScript for advanced formatting and conditional logic, all while keeping costs low with execution-based pricing.
Connect Ocean.io and pdfFiller in minutes with Latenode.
Create Ocean.io to pdfFiller workflow
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Ocean.io
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Create a New Scenario to Connect Ocean.io 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 Ocean.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ocean.io or pdfFiller will be your first step. To do this, click "Choose an app," find Ocean.io or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the Ocean.io node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
Ocean.io
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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 Ocean.io 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 Ocean.io and pdfFiller 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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pdfFiller
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, 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 Ocean.io and pdfFiller integration works as expected. Depending on your setup, data should flow between Ocean.io and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ocean.io + pdfFiller + Slack: When a new lead is found and qualified in Ocean.io using the search people action, automatically generate a contract using pdfFiller from a template and notify the sales team in Slack via a public channel message.
pdfFiller + Ocean.io + Salesforce: When a new document is uploaded in pdfFiller, extract key data and create a new contact in Ocean.io. Then, update the lead status in Salesforce using that new data.
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 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 Ocean.io account to pdfFiller using Latenode?
To connect your Ocean.io account to pdfFiller on Latenode, follow these steps:
Can I automatically create contracts from Ocean.io leads in pdfFiller?
Yes, you can! Latenode lets you automate document creation using data from Ocean.io. Benefit from streamlined workflows and save valuable time with automated contract generation.
What types of tasks can I perform by integrating Ocean.io with pdfFiller?
Integrating Ocean.io with pdfFiller allows you to perform various tasks, including:
How secure is the Ocean.io integration on Latenode?
Latenode uses secure authentication methods and encryption to protect your data when integrating Ocean.io, ensuring data privacy and integrity throughout workflows.
Are there any limitations to the Ocean.io and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: