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Automatically generate personalized PDF documents from Ontraport contact data using PDF.co. Build scalable workflows with custom logic and JavaScript, and save on costs with Latenode's execution-based pricing.
Connect Ontraport and PDF.co in minutes with Latenode.
Create Ontraport to PDF.co workflow
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Ontraport
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Create a New Scenario to Connect Ontraport 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 Ontraport, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ontraport or PDF.co will be your first step. To do this, click "Choose an app," find Ontraport or PDF.co, and select the appropriate trigger to start the scenario.
Add the Ontraport Node
Select the Ontraport node from the app selection panel on the right.
Ontraport
Configure the Ontraport
Click on the Ontraport node to configure it. You can modify the Ontraport 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 Ontraport node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
Ontraport
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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 Ontraport 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 Ontraport 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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Ontraport
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ontraport, 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 Ontraport and PDF.co integration works as expected. Depending on your setup, data should flow between Ontraport and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ontraport + PDF.co + Google Drive: When a product is purchased in Ontraport, PDF.co generates an invoice using the order details. The generated invoice is then saved to a designated folder in Google Drive.
Google Drive + Ontraport + Slack: When a new file is added to a specific folder in Google Drive (representing a signed contract), the corresponding contact in Ontraport is updated. Afterwards, a notification is sent to a Slack channel to alert the sales team.
About Ontraport
Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.
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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 Ontraport account to PDF.co using Latenode?
To connect your Ontraport account to PDF.co on Latenode, follow these steps:
Can I automatically generate PDF invoices from Ontraport sales data?
Yes, you can! Latenode lets you visually design complex document generation flows, automatically creating customized invoices from Ontraport data using PDF.co and delivering them to clients.
What types of tasks can I perform by integrating Ontraport with PDF.co?
Integrating Ontraport with PDF.co allows you to perform various tasks, including:
Can I use custom Javascript code to transform Ontraport data before generating PDFs?
Yes! Latenode lets you use JavaScript blocks to modify and format Ontraport data before passing it to PDF.co, enabling advanced customization.
Are there any limitations to the Ontraport and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: