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

Use Salesforce data to create professional-looking documents in seconds. Set up this Zapier automation to easily 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.

How this Salesforce - PDFfiller integration works

  1. A new task appears in Salesforce
  2. Zapier creates a new filled document in PDFfiller containing information from the task

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