pdfFiller + Salesforce

Create filled documents in PDFfiller from new Salesforce contacts

Looking for a way to quickly fill your contract or agreement with the details of your Salesforce contacts? Use this 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.

Looking for a way to quickly fill your contract or agreement with the details of your Salesforce contacts? Use this 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.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    pdfFillerpdfFiller
    Create Filled Document From Template

    Create the new filled document based on an existing fillable document.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
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