Interact + pdfFiller

Create fill requests in pdfFiller for new leads in Interact

Streamline your lead management process by connecting Interact and pdfFiller. This workflow creates a fill request in pdfFiller whenever a new lead is generated in Interact, ensuring that your documents are prepared and ready for action promptly. Save time and stay organized by automating this essential task in your lead management system.

When this happens...
New Lead
Triggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Create Distributable Form & Generate Shareable Link
Create a fillable form based on an existing document and generate a shareable link to easily distribute it.
ActionWrite

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Supported triggers and actions

- QuizRequired
Trigger
Instant
Try It
- Base DocumentRequired
- Download Filled DocumentRequired
- Filled Document Name
Trigger
Instant
Try It
- Message
- Base DocumentRequired
- FolderRequired
- File Name
Action
Write
- DocumentRequired
- Document Name
Action
Write
- DocumentRequired
- FolderRequired
Action
Write

- Message
- Document nameRequired
- Document typeRequired
- Folder
Action
Search

- Fill RequestRequired
- Download Filled FormRequired
- Filled Form Name
Trigger
Instant
Try It
- Document typeRequired
- Folder
Trigger
Polling
Try It
- DocumentRequired
- Access
- Status
- Name Required
- Email Required
- Enforce Required Fields
- Allow To Download
- Redirect URL
- Custom Message
- Notification Emails
- Additional Documents
Action
Write
- DocumentRequired
- Expiration
Action
Write
- FileRequired
- Document NameRequired
- FolderRequired
Action
Write

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.

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Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

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