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pdfFiller + Salesforce

Create filled documents in PDFfiller from new Salesforce opportunities

Need to create documents in Salesforce while using multiple applications? This automation is the solution you’ve been waiting for. Never tab out of Salesforce or type data manually in a separate document again. Once a new opportunity appears in Salesforce, Zapier will create a filled document in PDFfiller using that opportunity’s data.

Need to create documents in Salesforce while using multiple applications? This automation is the solution you’ve been waiting for. Never tab out of Salesforce or type data manually in a separate document again. Once a new opportunity appears in Salesforce, Zapier will create a filled document in PDFfiller using that opportunity’s data.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    pdfFillerpdfFiller
    Create Filled Document From Template

    Create the new filled document based on an existing fillable document.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About pdfFiller

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

Related categories

  • Documents
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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier