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Automatically populate NoCRM deals with signed contracts and invoices generated by PDF.co. Latenode's visual editor makes advanced document workflows easy, while its affordable pricing ensures scalability as your sales grow.
Connect PDF.co and NoCRM in minutes with Latenode.
Create PDF.co to NoCRM workflow
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PDF.co
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Create a New Scenario to Connect PDF.co and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find PDF.co or NoCRM, 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 NoCRM Node
Next, click the plus (+) icon on the PDF.co node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
PDF.co
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NoCRM
Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the PDF.co and NoCRM 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 NoCRM 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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NoCRM
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, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between PDF.co and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NoCRM + PDF.co + Google Drive: When a new lead is created in NoCRM, parse a PDF document associated with the lead using PDF.co, and then archive the parsed data in a specified folder in Google Drive.
NoCRM + PDF.co + Slack: When a new lead is created in NoCRM, and a PDF document is processed by PDF.co, notify a sales team in Slack with relevant details from the processed document.
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 NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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How can I connect my PDF.co account to NoCRM using Latenode?
To connect your PDF.co account to NoCRM on Latenode, follow these steps:
Can I automatically update NoCRM leads with PDF data?
Yes, with Latenode, automatically updating NoCRM leads with parsed PDF data from PDF.co is simple. Ensure up-to-date lead information and save valuable time with automated data flows.
What types of tasks can I perform by integrating PDF.co with NoCRM?
Integrating PDF.co with NoCRM allows you to perform various tasks, including:
What kind of PDF files can I process using the PDF.co integration?
You can process nearly any PDF file, from scanned documents to complex forms, extracting data or converting formats using PDF.co's versatile tools within Latenode.
Are there any limitations to the PDF.co and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: