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Automatically generate personalized PDF documents using data from RD Station. Latenode's visual editor makes complex document automation simple, while affordable pricing scales with your business, not your workflow.
Connect RD Station and PDF.co in minutes with Latenode.
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Create a New Scenario to Connect RD Station and PDF.co
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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or PDF.co will be your first step. To do this, click "Choose an app," find RD Station or PDF.co, and select the appropriate trigger to start the scenario.
Add the RD Station Node
Select the RD Station node from the app selection panel on the right.
RD Station
Configure the RD Station
Click on the RD Station node to configure it. You can modify the RD Station URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the PDF.co Node
Next, click the plus (+) icon on the RD Station node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
RD Station
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PDF.co
Authenticate PDF.co
Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.
Configure the RD Station and PDF.co 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 RD Station and PDF.co 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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PDF.co
Trigger on Webhook
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RD Station
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring RD Station, PDF.co, 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 RD Station and PDF.co integration works as expected. Depending on your setup, data should flow between RD Station and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + PDF.co + Google Drive: When a new lead conversion occurs in RD Station, the lead data is parsed by PDF.co, converted into a PDF document, and then saved to a specified folder in Google Drive for organized documentation.
PDF.co + RD Station + Slack: When PDF.co parses data from a document, the contact information is sent to RD Station to create or update a contact. Afterward, a notification containing relevant details is sent to a designated Slack channel to alert the sales team.
About RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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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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How can I connect my RD Station account to PDF.co using Latenode?
To connect your RD Station account to PDF.co on Latenode, follow these steps:
Can I automatically create personalized PDF reports upon lead conversion?
Yes, easily! Latenode's visual editor makes it simple to trigger PDF.co upon RD Station lead conversion. Deliver tailored reports, boosting engagement and providing instant value.
What types of tasks can I perform by integrating RD Station with PDF.co?
Integrating RD Station with PDF.co allows you to perform various tasks, including:
How to trigger RD Station actions based on PDF data?
Latenode enables parsing PDF content via PDF.co, then using the extracted data to trigger updates and actions directly within your RD Station account.
Are there any limitations to the RD Station and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: