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Create filled PDFfiller documents from new Salesforce tasks

  1. When this happensStep 1: New Task

  2. 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

  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
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Connect PDFfiller + Salesforce in Minutes

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

All Triggers & Actions

InstantNew Filled Form

Triggers when a form is filled out.

New Document

Triggers when a new document is added.

Create Account

Create a new account.

Create Campaign

Create a new campaign.

Create Case Comment

Create a new comment on a case.

InstantNew Filled Document

Triggers when a new filled document is created.

Signature Request Completed

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

Create Attachment

Create a new attachment (max 25MB).

Create Case

Create a new case.

Create Contact

Create a new contact.

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