Create filled PDFfiller documents from new Salesforce tasks
Use Salesforce data to create professional-looking documents in seconds. Set up this Zapier integration to automatically transfer task details to invoices, agreements and proposals. Once a new task has been created in Salesforce, Zapier will generate a new filled document in PDFfiller containing the information you need.
Use Salesforce data to create professional-looking documents in seconds. Set up this Zapier integration to automatically transfer task details to invoices, agreements and proposals. Once a new task has been created in Salesforce, Zapier will generate a new filled document in PDFfiller containing the information you need.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Filled Document From Template
Create the new filled document based on an existing fillable document.
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