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How to connect Scoro and pdfFiller
Create a New Scenario to Connect Scoro and pdfFiller
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 Scoro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Scoro or pdfFiller will be your first step. To do this, click "Choose an app," find Scoro or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Scoro Node
Select the Scoro node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Scoro node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
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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 Scoro 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 Scoro and pdfFiller 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Scoro, pdfFiller, 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 Scoro and pdfFiller integration works as expected. Depending on your setup, data should flow between Scoro and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Scoro and pdfFiller
Scoro + pdfFiller + Slack: When a project's stage is updated in Scoro, a contract is prefilled in pdfFiller using a template. After the contract is created, a Slack notification is sent to a specified channel to inform the relevant team.
pdfFiller + Scoro + Google Sheets: When a new form is filled in pdfFiller, relevant data such as project costs are extracted and used to update the corresponding project in Scoro. The updated project costs are then logged in a Google Sheet for tracking and analysis.
Scoro and pdfFiller integration alternatives
About Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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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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See how Latenode works
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FAQ Scoro and pdfFiller
How can I connect my Scoro account to pdfFiller using Latenode?
To connect your Scoro account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Scoro and click on "Connect".
- Authenticate your Scoro and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive signed contracts into Scoro projects?
Yes, you can! Latenode enables seamless automation, archiving signed pdfFiller documents directly into relevant Scoro projects. This streamlines document management and ensures efficient project tracking.
What types of tasks can I perform by integrating Scoro with pdfFiller?
Integrating Scoro with pdfFiller allows you to perform various tasks, including:
- Automatically create contracts from Scoro project data.
- Send contracts for signature directly from Scoro.
- Update Scoro task statuses when documents are signed.
- Generate invoices from signed contracts in pdfFiller.
- Store signed documents in designated Scoro project folders.
How does Latenode handle Scoro's data structure complexities?
Latenode’s advanced data transformation tools easily handle Scoro's data. You can map fields precisely and ensure data accuracy in your workflows.
Are there any limitations to the Scoro and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Large document processing can impact workflow execution time.
- The integration relies on the stability of the Scoro and pdfFiller APIs.
