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.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Filled Document From Template
Create the new filled document based on an existing fillable document.
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