Loading

Close + pdfFiller

Create shareable links for documents in pdfFiller from new opportunities in Close

Automate your sales documentation process with this Close and pdfFiller integration. When a new opportunity arises in Close, this workflow will fetch the shareable link for a document from pdfFiller. Save time and keep your sales team focused on closing deals rather than manually managing paperwork.

Automate your sales documentation process with this Close and pdfFiller integration. When a new opportunity arises in Close, this workflow will fetch the shareable link for a document from pdfFiller. Save time and keep your sales team focused on closing deals rather than manually managing paperwork.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    pdfFillerpdfFiller
    Get Shareable Link for Document

    Get a URL for opening a document in the editor.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    Trigger
    Instant
    Try It
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
CallTrackingMetrics integrationsCallTrackingMetrics integrations

CallTrackingMetrics

Call Tracking
Follow Up Boss integrationsFollow Up Boss integrations

Follow Up Boss

CRM (Customer Relationship Management)
pdffiller logo

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.

Related categories