pdfFiller + Zoho CRM

Create or update Zoho CRM module entries when new documents are added in pdfFiller

Streamline your document management process with this workflow. Whenever a new document is added in pdfFiller, it creates or updates a module entry in Zoho CRM. This ensures that your CRM is always up-to-date, eliminating the need for manual data entry and offering you a seamless integration between your document handling and customer relationship management, boosting your efficiency.

When this happens...
New Document
Triggers when a new document is uploaded or created.
TriggerPolling
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

- Fill RequestRequired
- Download Filled FormRequired
- Filled Form Name
Trigger
Instant
Try It
- Document typeRequired
- Folder
Trigger
Polling
Try It
- DocumentRequired
- Access
- Status
- Name Required
- Email Required
- Enforce Required Fields
- Allow To Download
- Redirect URL
- Custom Message
- Notification Emails
- Additional Documents
Action
Write
- DocumentRequired
- Expiration
Action
Write
- FileRequired
- Document NameRequired
- FolderRequired
Action
Write

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It

New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

- Base DocumentRequired
- Download Filled DocumentRequired
- Filled Document Name
Trigger
Instant
Try It
- Message
- Base DocumentRequired
- FolderRequired
- File Name
Action
Write
- DocumentRequired
- Document Name
Action
Write
- DocumentRequired
- FolderRequired
Action
Write
- Message
- Document nameRequired
- Document typeRequired
- Folder
Action
Search
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

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