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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.
Connect Simplesat and pdfFiller in minutes with Latenode.
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Create a New Scenario to Connect Simplesat 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 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.
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.
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.
Simplesat
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 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.
Set Up the Simplesat 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
Simplesat
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Simplesat, 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 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.
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.
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.
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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 Simplesat account to pdfFiller using Latenode?
To connect your Simplesat account to pdfFiller on Latenode, follow these steps:
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:
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: