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Automatically extract data from PDF.co documents into Moxie to streamline your CRM. Latenode’s no-code visual editor and affordable pricing let you build advanced document workflows at scale without escalating costs.
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PDF.co
Moxie
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Create a New Scenario to Connect PDF.co and Moxie
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 Moxie will be your first step. To do this, click "Choose an app," find PDF.co or Moxie, 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 Moxie Node
Next, click the plus (+) icon on the PDF.co node, select Moxie from the list of available apps, and choose the action you need from the list of nodes within Moxie.
PDF.co
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Moxie
Authenticate Moxie
Now, click the Moxie node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moxie settings. Authentication allows you to use Moxie through Latenode.
Configure the PDF.co and Moxie 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 Moxie 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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Moxie
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, Moxie, 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 Moxie integration works as expected. Depending on your setup, data should flow between PDF.co and Moxie (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Moxie + PDF.co + Google Drive: When a contract is signed in Moxie, use PDF.co to convert the contract into a searchable PDF and then archive the converted file to a specified folder in Google Drive.
Moxie + PDF.co + Slack: When a contract is signed in Moxie, PDF.co extracts data from the contract, and a notification is sent to a specific Slack channel with the extracted details.
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 Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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How can I connect my PDF.co account to Moxie using Latenode?
To connect your PDF.co account to Moxie on Latenode, follow these steps:
Can I automatically archive signed Moxie documents to PDF.co?
Yes, you can! Latenode’s visual editor makes setup easy. Automate archival, ensuring documents are safely stored and readily accessible, using PDF.co's advanced features like OCR.
What types of tasks can I perform by integrating PDF.co with Moxie?
Integrating PDF.co with Moxie allows you to perform various tasks, including:
How secure is PDF.co data processing within Latenode?
Latenode provides secure data handling using encryption, ensuring your PDF.co data is protected during processing and integration with Moxie.
Are there any limitations to the PDF.co and Moxie integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: