Salesforce, pdfFiller Integrations

pdfFiller
Salesforce
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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

pdfFiller

Watch Events INSTANT

Triggers by the completion of a fill request, a signature request or a document constructor.

Actions

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

pdfFiller

Add Signature Request Recipients

Adds additional recipients to a "sendtogroup" signature request by the signature request ID.

pdfFiller

Cancel a Fill Request

Cancels a document fill request by the fill request ID.

pdfFiller

Cancel a Signature Request

Cancels a document signature request by the signature request ID.

pdfFiller

Copy a Document

Copies a document to a destination folder.

pdfFiller

Create a Document from Template

Creates a new document by filling a template. Template containing radio fields are not supported.

pdfFiller

Create a Fill Request

Creates a new fill request by the template ID.

pdfFiller

Create a Template Constructor Link

Creates a new template constructor link by the template ID.

pdfFiller

Create Signature Requests

Creates new signature requests from an existing document.

pdfFiller

Delete a Document

Removes a document by the document ID.

pdfFiller

Download a Document

Downloads a document or a template as a file.

pdfFiller

Download a Filled Form

Downloads a filled form as PDF by the filled form ID.

pdfFiller

Download an Additional Document

Downloads an additional document of a filled form by the filled form ID.

pdfFiller

Get a Filled Form

Retrieves a filled form by its ID and the fill request ID.

pdfFiller

Get a Filled Form Data

Retrieves details of a filled form by its ID.

pdfFiller

Get a Signature Request

Retrieves a signature request by the signature request ID.

pdfFiller

Make an API Call

Performs an arbitrary authorized API Call.

pdfFiller

Move a Document

Moves a document to a destination folder.

pdfFiller

Rename a Document

Renames a document by the document ID.

pdfFiller

Send a Signature Request Reminder

Reminds a recipient about the signature request by the recipient ID.

pdfFiller

Upload a Document

Uploads a document by its URL or file.

Searches

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

pdfFiller

List Documents

Searches documents by criteria.

pdfFiller

List Filled Forms

Lists all filled forms by the fill request ID.

pdfFiller

List Fill Requests

Searches document fill requests by criteria.

pdfFiller

List Signature Request Recipients

Retrieves a list of signature request recipients by the signature request ID.

pdfFiller

List Signature Requests

Searches document signature requests by criteria.

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