Create filled PDFfiller documents from new Salesforce tasks
When this happensStep 1: New Task
Then do thisStep 2: Create 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
- A new task appears in Salesforce
- Zapier creates a new filled document in PDFfiller containing information from the task