SharpSpring + pdfFiller Integrations
How to connect SharpSpring + pdfFiller
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New AccountA new Account is created in SharpSpring.Trigger- New Email Open EventWhen a lead opens an email in SharpSpring.Trigger
- New Form Fillout EventWhen a lead fills out a form in SharpSpring.Trigger
- New LeadWhen a lead has been created in sharpspring.Trigger
- New OpportunityA new Opportunity is created in SharpSpring.Trigger
- New Page Visit EventWhen a lead visits a new page in SharpSpring.Trigger
- Create AccountCreate an Account in SharpSpring.Action
- Create CampaignCreate a new Campaign in SharpSpring.Action
- SharpSpring
Create a Lead in SharpSpring or update by email address.
Scheduled
Action
- SharpSpring
Scheduled
Action
- pdfFiller
Triggers when a form is filled out.
Instant
Trigger
- pdfFiller
Triggers when a new filled document is created.
Instant
Trigger
- pdfFiller
Triggers when a new document is added.
Scheduled
Trigger
- 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 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.
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