Generate filled documents in pdfFiller from new leads in Interact
Effortlessly streamline your lead management process by connecting Interact and pdfFiller. With this workflow, whenever a new lead is added in the Interact app, a filled document is instantly created in pdfFiller. This automation saves you time and ensures accurate information is captured for each lead, helping to make your lead nurturing process more efficient and effective.
Effortlessly streamline your lead management process by connecting Interact and pdfFiller. With this workflow, whenever a new lead is added in the Interact app, a filled document is instantly created in pdfFiller. This automation saves you time and ensures accurate information is captured for each lead, helping to make your lead nurturing process more efficient and effective.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Filled Document From Template
Create the new filled document based on an existing fillable document.
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