Connect Freshsales and pdfFiller integrations
Connect Freshsales and pdfFiller with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Freshsales and pdfFiller to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Checks if new account was created.
Checks if new appointment was created.
Checks if new contact was created.
Checks if new deal was created.
Triggers when a webhook event occurs in a Freshsales Workflow.
Checks if new lead was created.
Checks if new sales activity was created.
Check if new task was created.
Adds additional recipients to a "sendtogroup" signature request by the signature request ID.
Cancels a document fill request by the fill request ID.
Cancels a document signature request by the signature request ID.
Copies a document to a destination folder.
Creates a new fill request by the template ID.
Creates a new template constructor link by the template ID.
Creates a new template by filling a template. Template containing radio fields are not supported.
Creates new signature requests from an existing document.
Removes a document by the document ID.
Downloads a document or a template as a file.
Downloads a filled form as PDF by the filled form ID.
Downloads an additional document of a filled form by the filled form ID.
Retrieves a filled form by its ID and the fill request ID.
Retrieves details of a filled form by its ID.
Retrieves a signature request by the signature request ID.
Performs an arbitrary authorized API Call.
Moves a document to a destination folder.
Renames a document by the document ID.
Reminds a recipient about the signature request by the recipient ID.
Uploads a document by its URL or file.
Searches documents by criteria.
Lists all filled forms by the fill request ID.
Searches document fill requests by criteria.
Retrieves a list of signature request recipients by the signature request ID.
Searches document signature requests by criteria.
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Build your Freshsales and pdfFiller integrations.
Create custom Freshsales and pdfFiller workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds additional recipients to a "sendtogroup" signature request by the signature request ID.
Cancels a document fill request by the fill request ID.
Cancels a document signature request by the signature request ID.
Converts a lead to a contact.
Copies a document to a destination folder.
Creates new signature requests from an existing document.
Creates a new contact.
Creates a new deal.
Creates a new fill request by the template ID.
Popular Freshsales and pdfFiller workflows.
Looking to get more out of Freshsales and pdfFiller? With Make you can visually integrate Freshsales and pdfFiller into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create contacts in Freshsales from new leads in Facebook Lead Ads
Automatically convert new Facebook Lead Ads leads into Freshsales contacts, ensuring no potential customer is missed in your sales pipeline.
TRY IT ->Create Freshworks CRM contacts from new Typeform form submissions
Every time someone fills out your Typeform form, Make will automatically create a new Freshworks CRM contact.
TRY IT ->Create pdfFiller documents from new Airtable records
Every time a new record is added to Airtable, Make will automatically create a document from a pdfFiller template.
TRY IT ->Save new pdfFiller filled forms to Google Drive
Every time a pdfFiller form is filled, Make will automatically upload the final document to a specified Google Drive folder.
TRY IT ->Save new pdfFiller form responses to Google Sheets
Every time a pdfFiller form is filled, Make will automatically save the filled data to Google Sheets. The templates uses [this example spreadsheet](https://docs.google.com/spreadsheets/d/1lc8ADhjnXmZm-gh7ynrchOEb3dVz6yvWDAZhHLIj5SM/edit?usp=sharing).
TRY IT ->Save new pdfFiller filled forms to OneDrive
Every time a pdfFiller form is filled, Make will automatically upload the final document to a specified OneDrive folder.
TRY IT ->Export all pdfFiller additional documents to Dropbox
This template helps you export all additional documents of a pdfFiller fill request to Dropbox. The scenario can be setup to run at regular intervals (every hour, day, week, etc..).
TRY IT ->Create Colligso TextIn customers from Freshsales contacts
Every time a new Freshsales contact is created, Make will automatically create a new Colligso TextIn customer.
TRY IT ->Send new Freshsales deals to Databox
Make will automatically track new deals created in Freshsales and update that information in Databox.
TRY IT ->
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