An automated workflow using zapier
Connects pdfFiller + OneDrive
Upload new filled forms from PDFfiller to OneDrive
About this workflow template
This automation scenario allows you to connect pdfFiller and OneDrive
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
pdfFiller and OneDrive can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in pdfFiller
New Filled Form in pdfFiller
Triggers when a form is filled out.
Then this action happens in OneDrive
Upload File in OneDrive
Upload an existing file or attachment not bigger than 60 MB.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Upload new filled forms from PDFfiller to OneDrive.
Part I
Configure Applications
First, we need to connect pdfFiller and OneDrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect pdfFiller to Zapier.
Give Zapier access to your pdfFiller account, using pdfFiller credentials.
Connect OneDrive to Zapier.
Give Zapier access to your OneDrive account, using OneDrive credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for pdfFiller
Choose the following trigger: New Filled Form (Triggers when a form is filled out.).
Then set up an Action for OneDrive
Choose this action: Upload File (Upload an existing file or attachment not bigger than 60 MB.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between pdfFiller and OneDrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Upload new filled forms from PDFfiller to OneDrive!
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triggerbyiftttNew file matching search in folder
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Create filled document from template
Create the new filled document based on an existing fillable document.
actionbyzapierUpload document
Upload an existing file or attachment.
actionbyzapierpipedreamCreate distributable form & generate shareable link
Create a fillable form based on an existing document and generate a shareable link to easily distribute it.
actionbyzapierCreate filled document (deprecated)
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Downloads a filled form as PDF by the filled form ID.
actionbyintegromatGet shareable link for document
Get a URL for opening a document in the editor.
actionbyzapier
Apps you need
pdfFiller
Online document management platform with PDF editor, form builder and eSignature solutions
OneDrive, Microsoft's file sync app, offers seamless access to your files across devices. Store, edit, and manage your important documents, photos, and videos securely in the cloud.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
