PDFfiller
When this happens...
SalesforceNew Opportunity
Then do this...
PDFfillerCreate Filled Document

Need to create documents in Salesforce while using multiple applications? This Zapier automation is the solution you’ve been waiting for. Never tab out of Salesforce or type data manually in a separate document again. Once a new opportunity appears in Salesforce, Zapier will create a filled document in PDFfiller using that opportunity’s data.

How this Salesforce - PDFfiller integration works

  1. A new opportunity appears in Salesforce
  2. Zapier creates a filled document in PDFfiller containing the opportunity’s data

Apps involved

  • Salesforce
  • PDFfiller

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect PDFfiller + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Signature Request Completed

Triggers when a signature request finalizes as completely signed or declined.

Create Filled Document

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

New Document

Triggers when a new document is added.

Download Document

Download a document as a file.

New Filled Form

Triggers when a form is filled out.

Get Shareable Link for Document

Get a URL for opening a document in the editor.

New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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.

Learn More

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations