PDF.co and Moxie Integration

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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.

Swap Apps

PDF.co

Moxie

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDF.co and Moxie

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.

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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 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.

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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.

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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.

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Run node once

Set Up the PDF.co and Moxie 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, 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.

Most powerful ways to connect PDF.co and Moxie

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.

PDF.co and Moxie 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 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.

See how Latenode works

FAQ PDF.co and Moxie

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:

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

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:

  • Automatically converting Moxie chat transcripts into shareable PDFs.
  • Using PDF.co to watermark Moxie-generated contracts before sending.
  • Parsing data from PDF invoices generated by Moxie within Latenode.
  • Automatically merging customer data from Moxie into PDF reports.
  • Extracting data from PDF forms submitted via Moxie chat sessions.

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:

  • Complex PDF.co operations might require some JavaScript knowledge.
  • Free PDF.co accounts have usage limits that may affect automation volume.
  • Moxie API limitations may impact real-time data synchronization.

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