How to connect Fulcrum + pdfFiller
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- Record CreatedTriggers when a new record is created.Trigger
- Record DeletedTriggers when a new record is deleted.Trigger
- Record UpdatedTriggers when a new record is updated.Trigger
- Project CreateCreates a new project.Action
- Record CreateCreates a new Record.Action
- Record UpdateUpdate a new Record.Action
- New Filled FormTriggers when a form is filled out.Trigger
- New Filled DocumentTriggers when a new filled document is created.Trigger
- pdfFiller
Triggers when a new document is added.
Scheduled
Trigger
- pdfFiller
Create a new filled document based on an existing fillable document.
Scheduled
Action
- pdfFiller
Create a new fill request.
Scheduled
Action
- pdfFiller
Download a document as a file.
Scheduled
Action
- pdfFiller
Get a URL for opening a document in the editor.
Scheduled
Action
- pdfFiller
Move a document to a folder.
Scheduled
Action
- pdfFiller
Upload an existing file or attachment.
Scheduled
Action
- pdfFiller
Search for a document by name.
Scheduled
Action
How Fulcrum + pdfFiller Integrations Work
- Step 1: Authenticate Fulcrum and pdfFiller.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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