An automated workflow using zapier
Connects pdfFiller + Gmail
Send Gmail emails for new filled documents in PDFfiller
About this workflow template
This automation scenario allows you to connect pdfFiller and Gmail
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 Gmail can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in pdfFiller
Document Copied in pdfFiller
Triggers when a new document is created based on another template.
Then this action happens in Gmail
Send Email in Gmail
Create and send a new email message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Gmail emails for new filled documents in PDFfiller.
Part I
Configure Applications
First, we need to connect pdfFiller and Gmail 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 Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail 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: Document Copied (Triggers when a new document is created based on another template.).
Then set up an Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
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 Gmail.
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 Send Gmail emails for new filled documents in PDFfiller!
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Triggers when you receive a new email that matches a search string you provide.
triggerbyzapierNew labeled email
Triggers when you label an email.
triggerbyzapierNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
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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.
actionbyzapierCreate 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)
Create a new filled document based on an existing fillable document.
actionbyzapierDownload a filled form
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
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