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Automatically generate customized PDF contracts after a Calendly booking. Latenode’s visual editor makes it easier to tailor document logic, and you'll save using affordable execution-based pricing when scaling document automation.
Connect PDF.co and Calendly in minutes with Latenode.
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Create a New Scenario to Connect PDF.co and Calendly
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 PDF.co, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDF.co or Calendly will be your first step. To do this, click "Choose an app," find PDF.co or Calendly, and select the appropriate trigger to start the scenario.
Add the PDF.co Node
Select the PDF.co node from the app selection panel on the right.
PDF.co
Add the Calendly Node
Next, click the plus (+) icon on the PDF.co node, select Calendly from the list of available apps, and choose the action you need from the list of nodes within Calendly.
PDF.co
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Calendly
Authenticate Calendly
Now, click the Calendly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Calendly settings. Authentication allows you to use Calendly through Latenode.
Configure the PDF.co and Calendly 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 PDF.co and Calendly 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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Calendly
Trigger on Webhook
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PDF.co
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PDF.co, Calendly, 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 PDF.co and Calendly integration works as expected. Depending on your setup, data should flow between PDF.co and Calendly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PDF.co + Calendly + Google Sheets: When a new meeting is booked in Calendly, the details are extracted and added to a Google Sheet. If a signed contract is received via PDF.co, relevant data is extracted using the AI Invoice Parser and also added to the same Google Sheet, linking appointments with contract status.
Calendly + PDF.co + HubSpot: When a new meeting is booked in Calendly, prospect data is used to populate a PDF form via PDF.co. The filled PDF is then uploaded to HubSpot and associated with the contact.
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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About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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How can I connect my PDF.co account to Calendly using Latenode?
To connect your PDF.co account to Calendly on Latenode, follow these steps:
Can I automatically generate invoices upon Calendly booking?
Yes, you can! With Latenode, trigger PDF.co to generate an invoice upon each new Calendly booking. This saves time and ensures timely billing, enhanced by Latenode's reliable automation.
What types of tasks can I perform by integrating PDF.co with Calendly?
Integrating PDF.co with Calendly allows you to perform various tasks, including:
How can I automate PDF processing based on new Calendly appointments?
Use Latenode’s visual editor to create a flow triggered by Calendly. Then, utilize PDF.co to automate PDF tasks based on appointment details.
Are there any limitations to the PDF.co and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: