PDF.co and Encharge Integration

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Automatically add leads collected via PDF.co form parsing to Encharge for targeted marketing. Latenode's visual editor simplifies setup, while affordable execution-based pricing makes scaling this automation cost-effective.

Swap Apps

PDF.co

Encharge

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDF.co and Encharge

Create a New Scenario to Connect PDF.co and Encharge

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

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Connect PDF.co

Sign In

Run node once

Add the Encharge Node

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

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Encharge

Authenticate Encharge

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

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Sign In

Run node once

Configure the PDF.co and Encharge 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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Encharge 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 Encharge 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, Encharge, 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 Encharge integration works as expected. Depending on your setup, data should flow between PDF.co and Encharge (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 Encharge

PDF.co + Encharge + Airtable: Monitor the completion status of PDF documents processed by PDF.co. Upon completion, update the corresponding contact's fields in Encharge and log the document information in an Airtable base for tracking and analysis.

Encharge + PDF.co + Google Sheets: When a new lead is added to Encharge, automatically generate a personalized PDF document using PDF.co and log the lead's information along with the generated PDF's URL in a Google Sheet for record-keeping and reporting.

PDF.co and Encharge 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 Encharge

Use Encharge in Latenode to automate personalized marketing. Build workflows that segment leads, trigger email sequences, and update customer profiles based on real-time behavior. Connect Encharge to any data source and use Latenode’s no-code tools or JavaScript to orchestrate sophisticated, event-driven campaigns without complex coding.

See how Latenode works

FAQ PDF.co and Encharge

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

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

Can I automatically add leads to Encharge from parsed PDF forms?

Yes, you can! Latenode lets you parse PDFs with PDF.co and instantly update Encharge, automating lead capture without coding, and streamlining your marketing funnel.

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

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

  • Generating personalized PDF reports based on Encharge user data.
  • Adding Encharge leads from data extracted from scanned documents.
  • Updating Encharge with PDF form submission data in real-time.
  • Creating and emailing PDF invoices to Encharge customers automatically.
  • Archiving signed contracts from PDF.co to customer profiles in Encharge.

How reliable is PDF.co integration on Latenode?

Latenode's robust architecture ensures reliable PDF.co integration, even during high volumes, leveraging scalable cloud infrastructure.

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

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

  • Complex PDF parsing logic may require advanced JavaScript scripting.
  • Encharge API rate limits might affect high-volume data transfers.
  • Custom PDF layouts might need tailored PDF.co template configurations.

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