Simplesat and pdfFiller Integration

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Automatically populate contracts in pdfFiller with customer satisfaction data from Simplesat. Latenode's visual editor makes it easier to map data and trigger document generation based on feedback, all at a lower cost.

Simplesat + pdfFiller integration

Connect Simplesat and pdfFiller in minutes with Latenode.

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Automate your workflow

Swap Apps

Simplesat

pdfFiller

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Simplesat and pdfFiller

Create a New Scenario to Connect Simplesat and pdfFiller

In the workspace, click the β€œCreate 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 Simplesat, triggered by another scenario, or executed manually (for testing purposes). In most cases, Simplesat or pdfFiller will be your first step. To do this, click "Choose an app," find Simplesat or pdfFiller, and select the appropriate trigger to start the scenario.

Add the Simplesat Node

Select the Simplesat node from the app selection panel on the right.

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Simplesat

Configure the Simplesat

Click on the Simplesat node to configure it. You can modify the Simplesat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connection *

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Map

Connect Simplesat

Sign In
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Run node once

Add the pdfFiller Node

Next, click the plus (+) icon on the Simplesat 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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Simplesat

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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.

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Simplesat

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pdfFiller

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Map

Connect pdfFiller

Sign In
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Run node once

Configure the Simplesat 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.

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Simplesat

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pdfFiller

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Map

Connect pdfFiller

pdfFiller Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

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Run node once

Set Up the Simplesat 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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Webhook response

Save and Activate the Scenario

After configuring Simplesat, 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 β€œRun once” and triggering an event to check if the Simplesat and pdfFiller integration works as expected. Depending on your setup, data should flow between Simplesat 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 Simplesat and pdfFiller

Simplesat + pdfFiller + Slack: When a new negative answer is received in Simplesat, a pre-filled PDF issue report is created using data from the answer in pdfFiller. A message is then sent to a manager in Slack with a link to the generated PDF.

pdfFiller + Simplesat + Google Sheets: When a new filled form is received in pdfFiller, a customer satisfaction survey is sent using Simplesat. The response to the survey is then logged in a Google Sheet.

Simplesat and pdfFiller integration alternatives

About Simplesat

Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.

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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FAQ Simplesat and pdfFiller

How can I connect my Simplesat account to pdfFiller using Latenode?

To connect your Simplesat account to pdfFiller on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Simplesat and click on "Connect".
  • Authenticate your Simplesat and pdfFiller accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update pdfFiller forms with Simplesat survey responses?

Yes, you can! Latenode's visual editor lets you map Simplesat feedback directly into pdfFiller forms, streamlining data entry and improving reporting with no code required.

What types of tasks can I perform by integrating Simplesat with pdfFiller?

Integrating Simplesat with pdfFiller allows you to perform various tasks, including:

  • Automatically populate pdfFiller contracts with customer satisfaction data.
  • Generate personalized reports based on Simplesat feedback and pdfFiller templates.
  • Update customer profiles in pdfFiller using Simplesat survey responses.
  • Trigger contract updates in pdfFiller when a specific Simplesat satisfaction score is received.
  • Archive completed Simplesat surveys along with associated pdfFiller documents.

Can I filter Simplesat responses before updating pdfFiller documents?

Yes, Latenode allows you to apply filters and logic to Simplesat data, ensuring only relevant information updates your pdfFiller documents.

Are there any limitations to the Simplesat and pdfFiller integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex pdfFiller form structures may require custom mapping configurations.
  • Real-time updates depend on the polling interval configured in your Latenode workflow.
  • Large volumes of Simplesat data may impact workflow execution time.

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