pdfFiller and Salesflare
How to connect pdfFiller
- Via Zapier — 10 operations available. Set it up ↗
- Via Make — 26 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.
Actions (20)
Things Salesflare can make it do
- Add Signature Request Recipients — Adds additional recipients to a "sendtogroup" signature request by the signature request ID.
- Cancel a Fill Request — Cancels a document fill request by the fill request ID.
- Cancel a Signature Request — Cancels a document signature request by the signature request ID.
- Copy a Document — Copies a document to a destination folder.
- Create Signature Requests — Creates new signature requests from an existing document.
Show 15 more actions
- Create a Fill Request — Creates a new fill request by the template ID.
- Create a Template Constructor Link — Creates a new template constructor link by the template ID.
- Create a Template from Template — Creates a new template by filling a template. Template containing radio fields are not supported.
- Delete a Document — Removes a document by the document ID.
- Download a Document — Downloads a document or a template as a file.
- Download a Filled Form — Downloads a filled form as PDF by the filled form ID.
- Download an Additional Document — Downloads an additional document of a filled form by the filled form ID.
- Get a Filled Form — Retrieves a filled form by its ID and the fill request ID.
- Get a Filled Form Data — Retrieves details of a filled form by its ID.
- Get a Signature Request — Retrieves a signature request by the signature request ID.
- Make an API Call — Performs an arbitrary authorized API Call.
- Move a Document — Moves a document to a destination folder.
- Rename a Document — Renames a document by the document ID.
- Send a Signature Request Reminder — Reminds a recipient about the signature request by the recipient ID.
- Upload a Document — Uploads a document by its URL or file.
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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