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How to connect Ortto and iLovePDF
Create a New Scenario to Connect Ortto and iLovePDF
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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or iLovePDF will be your first step. To do this, click "Choose an app," find Ortto or iLovePDF, and select the appropriate trigger to start the scenario.
Add the Ortto Node
Select the Ortto node from the app selection panel on the right.
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Add the iLovePDF Node
Next, click the plus (+) icon on the Ortto node, select iLovePDF from the list of available apps, and choose the action you need from the list of nodes within iLovePDF.
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Authenticate iLovePDF
Now, click the iLovePDF node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your iLovePDF settings. Authentication allows you to use iLovePDF through Latenode.
Configure the Ortto and iLovePDF 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 Ortto and iLovePDF 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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Save and Activate the Scenario
After configuring Ortto, iLovePDF, 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 Ortto and iLovePDF integration works as expected. Depending on your setup, data should flow between Ortto and iLovePDF (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Ortto and iLovePDF
Ortto + iLovePDF + Google Drive: When Ortto identifies a lead interested in a PDF resource based on a new activity event, a PDF document is automatically generated using iLovePDF (e.g., converting an office document to PDF) and then saved to a specified folder in Google Drive.
iLovePDF + Ortto + Slack: When a customer updates a contract using iLovePDF, Ortto sends a personalized follow-up message (via creating or updating a person's record) and the sales team is notified on Slack using a public channel message.
Ortto and iLovePDF integration alternatives
About Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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About iLovePDF
Automate PDF tasks within Latenode workflows using iLovePDF. Merge, split, convert, and compress PDFs without code. Process documents at scale, triggered by events or schedules. Perfect for automating invoices, reports, and forms. Integrate document workflows with other apps and services for efficient business process automation, all while benefiting from Latenode's cost-effective, pay-per-execution pricing.
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FAQ Ortto and iLovePDF
How can I connect my Ortto account to iLovePDF using Latenode?
To connect your Ortto account to iLovePDF on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Ortto and click on "Connect".
- Authenticate your Ortto and iLovePDF accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I personalize PDF documents with Ortto contact data?
Yes, easily! Latenode's visual editor lets you map Ortto fields to iLovePDF templates, creating customized PDFs. Automate generation for personalized customer communications.
What types of tasks can I perform by integrating Ortto with iLovePDF?
Integrating Ortto with iLovePDF allows you to perform various tasks, including:
- Automatically generating personalized welcome packets as PDF.
- Creating reports combining Ortto data and iLovePDF formatting.
- Merging customer feedback forms into single, searchable PDFs.
- Compressing large PDF files before sending via Ortto campaigns.
- Watermarking sensitive documents with customer-specific data.
How does Latenode handle Ortto's data privacy requirements?
Latenode provides secure data handling, respecting Ortto's privacy policies and compliance standards. Encrypt data, control access and ensure secure automation.
Are there any limitations to the Ortto and iLovePDF integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF form field extraction might require custom JavaScript.
- Large-scale PDF processing may be subject to iLovePDF's API limits.
- Real-time updates between Ortto and processed PDFs aren't supported.
