SalesRabbit + pdfFiller Integrations

How to connect SalesRabbit + pdfFiller

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Supported triggers and actions

What does this mean?

New/Updated Lead
Triggers when when a lead is created and/or updated.
Trigger
Instant
Form Submitted
Send form data to Zapier when form is submitted in SalesRabbit.
Trigger
Instant
Create Lead
Creates a lead.
Action
Write
Display Form Result
Displays the result of a submitted form and gives the option to update the lead associated with that form.
Action
Write
Update Lead
Updates a lead.
Action
Write
New Filled Form
Triggers when a form is filled out.
Trigger
Instant
New Filled Document
Triggers when a new filled document is created.
Trigger
Instant
New Document
Triggers when a new document is added.
Trigger
Scheduled
pdfFiller
Create a new filled document based on an existing fillable document.
Scheduled
Action
pdfFiller
Create a new fill request.
Scheduled
Action
pdfFiller
Download a document as a file.
Scheduled
Action
pdfFiller
Get a URL for opening a document in the editor.
Scheduled
Action
pdfFiller
Move a document to a folder.
Scheduled
Action
pdfFiller
Upload an existing file or attachment.
Scheduled
Action
pdfFiller
Search for a document by name.
Scheduled
Action

How SalesRabbit + pdfFiller Integrations Work

Step 1: Authenticate SalesRabbit and pdfFiller.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect SalesRabbit + pdfFiller

About SalesRabbit

SalesRabbit is a sales enablement app that helps sales teams assign areas, track progress, and constantly get better at their craft.

Learn more

Related categories

CRM (Customer Relationship Management)

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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