New Integration: Manage Documents and Signature Requests with PDFfiller

Matt Lukso
Matt Lukso / December 21, 2017

Managing documents and keeping up with signature requests can sometimes leave you feeling buried in paperwork. But with the right tools, those headaches will be eliminated.

PDFfiller is an online document management platform that enables you to edit and store your online documents, and manage your signature requests from a single place. You’ll be able to make changes to documents regardless of their format which makes for easy editing. Plus, you can easily collaborate with colleagues or request third party signatures by sharing documents directly from the app.

You can now connect PDFfiller to any of Zapier’s 750+ integrations to continue streamlining your document management workflow. Set up Zaps that automatically create fill requests when new forms are submitted on your site, save backups of all your documents in your team's cloud storage tool, or email your team whenever new signatures are completed. Let Zapier and PDFfiller handle the tedious paperwork, so you can concentrate on your more high-level work.

How PDFfiller Works with Zapier

Triggers

  • Signature Request Completed: Triggers when a signature request finalizes as completely signed or declined.
  • New Filled Form: Triggers when a form is filled out.
  • Signature Completed: Triggers when a signature is added or declined.
  • New Document: Triggers when a new document is added.

Search

  • Find a Document: Search for a document by name.

Actions

  • Create Filled Document: Create a new filled document based on a fillable template.
  • Upload Document via URL: Upload an existing file or attachment via URL.
  • Download Document: Download a document as a file.
  • Upload Document: Upload an existing file or attachment.
  • Create Fill Request: Create a new fill request.
  • Move Document to Folder: Move a document to a folder.
  • Get Editor Access URL: Get a URL for opening a document in the editor.
  • Get Document Download URL: Get a download URL for a document.

Automation Inspiration

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How To Automate PDFfiller With Zapier

  1. Sign up for a PDFfiller account, and make sure you have a Zapier account

  2. Try some pre-made PDFfiller integrations and learn more about how PDFfiller works with Zapier

  3. Check out our PDFfiller help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with PDFfiller and Zapier