Leap CRM + pdfFiller

Generate filled documents in pdfFiller from new customers in Leap CRM

Effortlessly streamline your document creation process with this efficient workflow that activates when you add a new customer in Leap CRM. It swiftly produces a populated document from a template in pdfFiller. This setup is perfect for businesses seeking a seamless, automatic way to generate customer-specific documents, saving valuable time and bolstering accuracy.

When this happens...
New CustomerNew Customer from jobprogress
TriggerPolling
automatically do this!
Create Filled Document From TemplateCreate the new filled document based on an existing fillable document.
ActionWrite

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More things you can do with Leap CRM and pdfFiller

Discover other triggers and actions you can use with Leap CRM and pdfFiller

New Customer
New Customer from jobprogress
Trigger
Polling
Try It
- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents List
  Required
Action
Write
- Lead Id
  Required
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First Name
  Required
- Last Name
- Email
  Required
- Phone
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
- Canvasser Type
- Canvasser Value
Action
Write
- Fill Request
  Required
- Download Filled Form
  Required
- Filled Form Name
Trigger
Instant
Try It
- Document type
  Required
- Folder
Trigger
Polling
Try It

- Document
  Required
- Access
- Status
- Name Required
- Email Required
- Enforce Required Fields
- Allow To Download
- Redirect URL
- Custom Message
- Notification Emails
- Additional Documents
Action
Write
- Document
  Required
- Expiration
Action
Write

- File
  Required
- Document Name
  Required
- Folder
  Required
Action
Write

New Lead
New Lead from JobProgress
Trigger
Polling
Try It
- ID
  Required
- First Name
  Required
- Last Name
- Phone
  Required
- Email
  Required
- Company Name
- Address
- City
- State
- Zip Code
- Country
- Canvasser Type
- Canvasser Value
Action
Write
- Lead Id
  Required
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First Name
  Required
- Last Name
- Email
  Required
- Phone
- Canvasser Type
- Canvasser Value
Action
Write
- Base Document
  Required
- Download Filled Document
  Required
- Filled Document Name
Trigger
Instant
Try It
- Message
- Base Document
  Required
- Folder
  Required
- File Name
Action
Write
- Document
  Required
- Document Name
Action
Write
- Document
  Required
- Folder
  Required
Action
Write
- Message
- Document name
  Required
- Document type
  Required
- Folder
Action
Search

About Leap CRM

Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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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Related categories

Documents