PDF.co and Moosend Integration

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Automatically add PDF.co-generated invoices or reports as personalized Moosend email attachments. Latenode's visual editor makes this simple, and you only pay for the execution time, allowing cost-effective, customized document delivery.

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PDF.co

Moosend

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDF.co and Moosend

Create a New Scenario to Connect PDF.co and Moosend

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 Moosend will be your first step. To do this, click "Choose an app," find PDF.co or Moosend, 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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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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Run node once

Add the Moosend Node

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

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Authenticate Moosend

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

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Configure the PDF.co and Moosend 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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Run node once

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

PDF.co + Moosend + Airtable: This automation extracts data from PDF invoices using PDF.co's AI Invoice Parser. It then uses this data to create or update subscriber profiles in Moosend, enabling customer segmentation. Finally, the invoice details and Moosend subscriber information are logged in Airtable for record-keeping and analysis.

Moosend + PDF.co + Google Sheets: This workflow monitors email campaign performance in Moosend. When a subscriber is updated, it generates a PDF summary of their engagement using PDF.co's Convert from PDF and logs the campaign statistics in Google Sheets for reporting and analysis.

PDF.co and Moosend 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 Moosend

Use Moosend in Latenode to automate email marketing based on real-time data. Trigger campaigns from any app, personalize content with AI, and track results directly in your workflows. Latenode lets you connect Moosend to any data source, adding custom logic and scaling without code.

See how Latenode works

FAQ PDF.co and Moosend

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

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

Can I automatically add new leads from scanned forms to Moosend?

Yes, you can! Latenode's advanced parsing and automation allow you to extract data from PDF.co and automatically update your Moosend lists, saving time and improving lead management.

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

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

  • Automatically adding new subscribers from processed PDF forms to Moosend.
  • Sending personalized documents generated by PDF.co via Moosend campaigns.
  • Updating Moosend custom fields based on data extracted from PDF invoices.
  • Triggering email sequences in Moosend when a new PDF document is created.
  • Archiving PDF versions of sent emails using PDF.co for compliance purposes.

How can I handle errors when using PDF.co in Latenode?

Latenode provides robust error handling. Use conditional logic and error-handling blocks to manage failed PDF.co operations and ensure workflow stability.

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

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

  • Complex PDF.co document parsing might require advanced JavaScript knowledge.
  • Moosend API rate limits can affect the speed of large-scale data synchronization.
  • Some advanced PDF.co features may not have dedicated Latenode nodes and require API calls.

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