SharpSpring + pdfFiller Integrations

How to connect SharpSpring + pdfFiller

Zapier lets you send info between SharpSpring and pdfFiller automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

Choose a Trigger

Start here arrow pointing down

Choose an Action

Connect Apps

Connect My Apps

Free forever for core features
14 day trial for premium features & apps

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?

New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- Fill RequestRequired
  Select a fill request.
- Download Filled FormRequired
  Download a filled form as PDF-file. **Use this option instead deprecated action Download Filled Form.
- Filled Form Name
  Name for your filled form.
Trigger
Instant
Try It
- Document typeRequired
  Select document type.
- Folder
  Select a folder with documents.
Trigger
Scheduled
Try It

- DocumentRequired
  Select a document for the new fill request.
- Access
  Editing permissions for the recipient.
- Status
  Document privacy settings.
- Name Required
- Email Required
- Allow To Download
  Recipient can download after filling.
- Redirect URL
  Redirect recipient to webpage after filling.
- Custom Message
  Add message to recipient.
- Notification Emails
- Additional Documents
  Additional documents that recipients need to submit.
Action
Write
- DocumentRequired
- Expiration
  Number of days left until link expires (from 1 to 1000).
Action
Write
- FileRequired
  Select a file.
- Document NameRequired
  Type a document name with a supported extension (.pdf, .doc, .docx, .ppt, .pptx).
- FolderRequired
  Select a destination folder.
Action
Write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
  Leads are associated by email address. If an existing contact record does not exist for the email address, a new contact record will be created and associated with the Opportunity. If an existing contact record does exist, that record will be associated with the Opportunity.
- Associate With an AccountRequired
  Accounts are associated by name. If an existing Account record does not exist with this name, a new Account record will be created and associated with the Opportunity. If an existing Account record does exist, that record will be associated with the Opportunity.
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
  Given in UTC time. Give the format "yyyy-mm-dd HH:mm:ss". Example: "2015-01-02 13:14:55".
- Opportunity AmountRequired
Action
Write
- Base DocumentRequired
  Select a base fillable document.
- Download Filled DocumentRequired
  Download a filled document as PDF-file.
- Filled Document Name
  Name for your filled document.
Trigger
Instant
Try It
- Message
  IMPORTANT!!! Since the last update, documents you create appear in your account with a few minute delay. That’s why you can not download them using the Download Document action. Please, use the New Filled Document trigger instead. View details here.
- Base DocumentRequired
  Select a base fillable document.
- FolderRequired
  Select a destination folder for the new document.
- File Name
  Name the new document.
Action
Write
- DocumentRequired
- Document Name
  New name for your document.
Action
Write
- DocumentRequired
- FolderRequired
  New folder for this document.
Action
Write
- Message
  You can use exact name of a document or a template with asterisks. For example, template contract*.pdf will match to documents contract1.pdf, contract2.pdf, contract20.pdf.
- Document nameRequired
  Minimal length of a name is two symbols excluding asterisks.
- Document typeRequired
  Select document type.
- Folder
  Select a folder to search.
Action
Search

How SharpSpring + pdfFiller Integrations Work

Step 1: Authenticate SharpSpring 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 SharpSpring + pdfFiller

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn more

Related categories

Marketing Automation

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

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

SharpSpring + pdfFiller Integrations

How to connect SharpSpring + pdfFiller

Connect your apps and automate workflows

New Account

New Form Fillout Event

New Opportunity

Create Account

Account Owner

Account NameRequired

Industry

Phone

Number of Employees

Website

Address

City

State

Country

Create/Update Lead

Email AddressRequired

First Name

Last Name

Company Name

Lead Status

Lead Owner

Title

Street

City

Country

State

Zip Code

Website

Phone Number

Mobile Phone

Description

Industry

Is Unsubscribed

Tracking ID

New Filled Form

Fill RequestRequired

Download Filled FormRequired

Filled Form Name

New Document

Document typeRequired

Folder

Create Fill Request

DocumentRequired

Access

Status

Name Required

Email Required

Allow To Download

Redirect URL

Custom Message

Notification Emails

Additional Documents

Get Shareable Link for Document

DocumentRequired

Expiration

Upload Document

FileRequired

Document NameRequired

FolderRequired

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Campaign NameRequired

Campaign Type

Campaign Alias

Campaign Origin

Quantity

Price

Goal

Other Costs

Create/Update Opportunity

Opportunity NameRequired

Associate a Primary LeadRequired

Associate With an AccountRequired

Opportunity StatusRequired

Opportunity OwnerRequired