pdfFiller and Salesflare
How to connect pdfFiller
- Via Zapier — 10 operations available. Set it up ↗
- Via Make — 6 modules available. Set it up ↗
What you can automate
- When new Filled Form in pdfFiller, find or create contact in Salesflare.
About pdfFiller
pdfFiller is an online PDF editor, form builder and eSignature solution that makes it fast, easy and secure to manage your documents on any computer or mobile device.
pdfFiller operations on Zapier
Triggers (3)
Start a workflow when this happens
- Document Copied — Triggers when a new document is created based on another template.
- New Document — Triggers when a new document is uploaded or created.
- New Filled Form — Triggers when a form is filled out.
Actions (6)
Things Salesflare can make it do
- Create Distributable Form & Generate Shareable Link — Create a fillable form based on an existing document and generate a shareable link to easily distribute it.
- Create Filled Document From Template — Create the new filled document based on an existing fillable document.
- Download Document — Download a document as a file.
- Get Shareable Link for Document — Get a URL for opening a document in the editor.
- Move Document to Folder — Move a document to a folder.
Show 1 more actions
- Upload Document — Upload an existing file or attachment.
Searches (1)
Look up existing records
- Find a Document — Search for a document by name.
pdfFiller operations on Make
Triggers (1)
Start a workflow when this happens
- Watch Events — Triggers by the completion of a fill request, a signature request or a document constructor.
Searches (5)
Look up existing records
- List Documents — Searches documents by criteria.
- List Fill Requests — Searches document fill requests by criteria.
- List Filled Forms — Lists all filled forms by the fill request ID.
- List Signature Request Recipients — Retrieves a list of signature request recipients by the signature request ID.
- List Signature Requests — Searches document signature requests by criteria.
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