PDF.co and Nimble Integration

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Automatically update Nimble CRM with parsed data from PDF.co documents. Latenode's visual editor simplifies complex data mapping while affordable execution-based pricing makes scaling this workflow budget-friendly.

Swap Apps

PDF.co

Nimble

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDF.co and Nimble

Create a New Scenario to Connect PDF.co and Nimble

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

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

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Authenticate Nimble

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

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

PDF.co + Google Drive + Nimble: When a PDF document is processed by PDF.co, the parsed data is archived in Google Drive. Subsequently, Nimble is updated with the contact information extracted from the document.

Nimble + PDF.co + Slack: When a Nimble contact downloads a PDF document processed by PDF.co, a notification is sent to a designated Slack channel.

PDF.co and Nimble 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 Nimble

Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.

See how Latenode works

FAQ PDF.co and Nimble

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

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

Can I automatically update Nimble contacts from parsed PDF invoices?

Yes, you can! Latenode's visual editor simplifies data mapping between PDF.co and Nimble. Automatically update contact details and track invoice statuses, saving time and improving data accuracy.

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

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

  • Automatically create Nimble contacts from parsed data in PDF documents.
  • Generate personalized PDF reports using Nimble contact data.
  • Update Nimble contact records with information extracted from PDF forms.
  • Archive generated PDF documents in Nimble deals or contact profiles.
  • Trigger Nimble workflows based on events from PDF.co document processing.

How do I handle errors when processing large PDF files using PDF.co?

Latenode's error handling allows you to create custom logic. You can retry failed PDF.co operations or send alerts for manual review, ensuring workflow reliability.

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

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

  • Complex PDF layouts may require advanced PDF.co configuration.
  • Nimble API rate limits can affect high-volume data processing.
  • Custom field mapping in Nimble requires manual configuration in Latenode.

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