Create filled documents in PDFfiller from new Salesforce contacts
When this happensStep 1: New Contact
Then do thisStep 2: Create Filled Document
Looking for a way to quickly fill your contract or agreement with the details of your Salesforce contacts? Use this Zapier automation to transfer information from new Salesforce contacts into your documents. Whenever a new contact is added in Salesforce, Zapier will create a new filled document using this contact’s data.
How this Salesforce - PDFfiller integration works
- A new contact is created in Salesforce.
- Zapier creates a new filled document in PDFfiller containing the contact’s data.