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How to connect Ortto and pdfFiller
Create a New Scenario to Connect Ortto 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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or pdfFiller will be your first step. To do this, click "Choose an app," find Ortto or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the Ortto node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
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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 Ortto 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 Ortto and pdfFiller 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, 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 Ortto and pdfFiller integration works as expected. Depending on your setup, data should flow between Ortto and pdfFiller (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 pdfFiller
Ortto + pdfFiller + Google Sheets: When a new survey response is received in Ortto, a PDF form in pdfFiller is populated with the data. The completed form data is then logged into a Google Sheets spreadsheet.
pdfFiller + Ortto + Slack: When a document is filled and signed in pdfFiller, the contact's profile is updated in Ortto, and a notification about the completed document is sent to a Slack channel.
Ortto and pdfFiller 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 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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FAQ Ortto and pdfFiller
How can I connect my Ortto account to pdfFiller using Latenode?
To connect your Ortto account to pdfFiller 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 pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update client data in Ortto from filled pdfFiller forms?
Yes, you can! Latenode's flexible data mapping lets you precisely update Ortto fields when a pdfFiller form is submitted, streamlining data and improving personalization.
What types of tasks can I perform by integrating Ortto with pdfFiller?
Integrating Ortto with pdfFiller allows you to perform various tasks, including:
- Automatically sending personalized contracts from Ortto via pdfFiller.
- Updating Ortto contact properties based on data from completed pdfFiller forms.
- Generating and emailing invoices via pdfFiller upon a trigger in Ortto.
- Creating Ortto tasks when a pdfFiller document is signed.
- Archiving completed pdfFiller documents in a designated cloud storage.
How does Latenode handle Ortto's complex segmentation logic?
Latenode fully supports Ortto's segmentation. Use it to trigger customized pdfFiller workflows, scaling personalized document automation.
Are there any limitations to the Ortto and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller layouts may require advanced parsing.
- Large document volumes may require optimized workflow design.
- Real-time updates depend on Ortto and pdfFiller API availability.
