PDF.co and Cloze Integration

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Automatically update Cloze with parsed data from PDF.co documents. Latenode’s visual editor simplifies complex document workflows, while affordable execution-based pricing helps scale automation.

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PDF.co

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDF.co and Cloze

Create a New Scenario to Connect PDF.co and Cloze

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 Cloze will be your first step. To do this, click "Choose an app," find PDF.co or Cloze, 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

Run node once

Add the Cloze Node

Next, click the plus (+) icon on the PDF.co node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.

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Authenticate Cloze

Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.

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Configure the PDF.co and Cloze 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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Cloze Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the PDF.co and Cloze 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, Cloze, 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 Cloze integration works as expected. Depending on your setup, data should flow between PDF.co and Cloze (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 Cloze

PDF.co + Cloze + Google Sheets: When a new invoice is received, PDF.co extracts the data and creates a new contact or updates an existing one in Cloze. The extracted data is also logged into a Google Sheets spreadsheet for tracking and analysis.

Cloze + PDF.co + PandaDoc: When a deal reaches a 'Closed Won' stage in Cloze (triggering a Project Change), PDF.co populates a PandaDoc contract with the deal's information by searching and replacing text in the PDF. Then, the filled contract is sent for signature.

PDF.co and Cloze 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 Cloze

Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.

See how Latenode works

FAQ PDF.co and Cloze

How can I connect my PDF.co account to Cloze using Latenode?

To connect your PDF.co account to Cloze 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 Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Cloze contacts with PDF data?

Yes, you can! Latenode lets you parse PDF.co data and use it to keep your Cloze contacts updated in real-time. This ensures your CRM always has the latest information, improving outreach effectiveness.

What types of tasks can I perform by integrating PDF.co with Cloze?

Integrating PDF.co with Cloze allows you to perform various tasks, including:

  • Automatically add new leads to Cloze from parsed PDF form submissions.
  • Update contact details in Cloze based on information extracted from invoices.
  • Generate personalized PDF reports using Cloze data and store them in PDF.co.
  • Trigger Cloze follow-up sequences when a PDF document is processed in PDF.co.
  • Archive signed PDF contracts from PDF.co directly into relevant Cloze deals.

How do I handle errors during PDF.co processing in Latenode?

Latenode provides robust error handling. You can set up alerts and implement retry logic, ensuring workflows remain reliable and data is consistent.

Are there any limitations to the PDF.co and Cloze integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex PDF layouts might require advanced configuration in PDF.co.
  • Cloze API rate limits may affect the speed of high-volume data transfers.
  • Custom PDF.co templates need to be created within PDF.co's environment.

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