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Automatically populate contracts from RD Station data using pdfFiller. Latenode lets you build complex logic with JavaScript and offers affordable, execution-based pricing, ensuring efficient document generation based on lead activity.
Connect RD Station and pdfFiller in minutes with Latenode.
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Create a New Scenario to Connect RD Station and pdfFiller
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 pdfFiller will be your first step. To do this, click "Choose an app," find RD Station or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the RD Station node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
RD Station
β
pdfFiller
Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the RD Station and pdfFiller 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 pdfFiller Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
pdfFiller
Trigger on Webhook
β
RD Station
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring RD Station, pdfFiller, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the RD Station and pdfFiller integration works as expected. Depending on your setup, data should flow between RD Station and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + pdfFiller + Google Sheets: When a new lead conversion occurs in RD Station, a contract is created from a template in pdfFiller, and then the document's shareable link, along with lead details, is added to a new row in Google Sheets.
pdfFiller + RD Station + Slack: When a new filled form is received in pdfFiller, the corresponding contact in RD Station is updated, and a message is sent to a Slack channel notifying the sales team about the signed contract.
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 pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
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How can I connect my RD Station account to pdfFiller using Latenode?
To connect your RD Station account to pdfFiller on Latenode, follow these steps:
Can I automatically generate agreements upon lead conversion?
Yes, you can! Latenode enables automatic document generation from RD Station leads using pdfFiller. This saves time and ensures consistent, personalized agreements for every new customer.
What types of tasks can I perform by integrating RD Station with pdfFiller?
Integrating RD Station with pdfFiller allows you to perform various tasks, including:
Can I trigger pdfFiller actions based on RD Station marketing automation events?
Yes! Latenode allows you to trigger document workflows based on RD Station events. Leverage no-code blocks for simple tasks or Javascript for advanced conditional logic.
Are there any limitations to the RD Station and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: