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How to connect Sendy and pdfFiller
Create a New Scenario to Connect Sendy 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 Sendy, triggered by another scenario, or executed manually (for testing purposes). In most cases, Sendy or pdfFiller will be your first step. To do this, click "Choose an app," find Sendy or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Sendy Node
Select the Sendy node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Sendy 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 Sendy 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 Sendy 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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Save and Activate the Scenario
After configuring Sendy, 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 Sendy and pdfFiller integration works as expected. Depending on your setup, data should flow between Sendy 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 Sendy and pdfFiller
Sendy + pdfFiller + Google Sheets: When a new subscriber is added to a Sendy list, populate a PDF form using pdfFiller, and then record the new subscriber's information in a Google Sheet.
pdfFiller + Sendy + Slack: When a new filled form is submitted in pdfFiller (representing a signed contract), automatically add the client's email to a Sendy list for onboarding, and then notify the team in Slack via a channel message.
Sendy and pdfFiller integration alternatives
About Sendy
Use Sendy in Latenode to automate email campaigns without complex coding. Trigger campaigns based on events in other apps (CRM, e-commerce). Latenode lets you process data, filter recipients, and personalize emails with JavaScript or AI nodes before sending via Sendy. Scale outreach efficiently and track results within your workflows.
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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 Sendy and pdfFiller
How can I connect my Sendy account to pdfFiller using Latenode?
To connect your Sendy account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Sendy and click on "Connect".
- Authenticate your Sendy and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create contracts upon new Sendy subscription?
Yes, you can! Latenode allows you to trigger pdfFiller from Sendy events, automatically generating and sending contracts. This saves time and ensures consistent onboarding.
What types of tasks can I perform by integrating Sendy with pdfFiller?
Integrating Sendy with pdfFiller allows you to perform various tasks, including:
- Automatically generate personalized PDF documents from new Sendy subscribers.
- Update contact information in pdfFiller based on Sendy subscription changes.
- Send completed pdfFiller forms to new subscribers via Sendy campaigns.
- Archive signed documents from pdfFiller in a designated cloud storage folder.
- Trigger Sendy email sequences when a pdfFiller document is fully completed.
HowcanIuseJavaScriptwithSendyandpdfFilleronLatenodeforcomplexlogic?
Latenode's JavaScript blocks enable you to manipulate data between Sendy and pdfFiller, add custom validation rules, and handle complex scenarios with ease.
Are there any limitations to the Sendy and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF form field logic might require custom JavaScript implementation.
- High-volume document generation may be subject to pdfFiller API rate limits.
- Real-time synchronization depends on the API availability of both services.
