PDF.co and Calendly Integration

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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.

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PDF.co

Calendly

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDF.co and Calendly

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.

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PDF.co

Configure the PDF.co

Click on the PDF.co node to configure it. You can modify the PDF.co URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect PDF.co

Sign In
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Run node once

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.

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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.

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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.

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Calendly Oauth 2.0

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The action ID

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Run node once

Set Up the PDF.co and Calendly 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 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.

Most powerful ways to connect PDF.co and Calendly

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.

PDF.co and Calendly integration alternatives

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.

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.

See how Latenode works

FAQ PDF.co and Calendly

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select PDF.co and click on "Connect".
  • Authenticate your PDF.co and Calendly accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically generate contracts when a Calendly event is booked.
  • Create personalized PDF reports summarizing scheduled appointments.
  • Populate PDF forms with Calendly booking details for easy record-keeping.
  • Convert Calendly booking information into shareable PDF documents.
  • Archive booking confirmations as PDFs for compliance and auditing purposes.

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:

  • Complex PDF manipulations might require custom JavaScript code.
  • The number of PDF.co API calls is limited by your PDF.co subscription plan.
  • Latenode's free plan has limitations on the number of flow executions.

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