Manage new prospect documents, filter criteria, download files, and send email notifications

Manage your prospect documents by downloading new uploads from pdfFiller, filtering them based on your criteria, and sending email notifications with relevant information and attachments for faster follow-ups.

Manage new prospect documents, filter criteria, download files, and send email notifications

Workflow preview:

Zap details:

Overview

Manage your prospect documents by downloading new uploads from pdfFiller, filtering them based on your criteria, and sending email notifications with relevant information and attachments for faster follow-ups.

Manage new prospect documents, filter criteria, download files, and send email notifications