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Create new Salesforce tasks from PDFfiller filled forms

  1. When this happensStep 1: New Filled Form

  2. Then do thisStep 2: Create Task

Easily import data from filled documents into Salesforce tasks with the help of Zapier. Now you don’t have to create new tasks manually: once a new filled form appears in PDFfiller, Zapier automation instantly generates a new Salesforce task containing your form’s information.

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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.

Signature Request Completed

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

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

New Custom Object

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

New Document

Triggers when a new document is added.

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

New Custom Object Type

Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

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