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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Link Created" from DocSend.

Add your action

An action happens after the trigger—such as "Create Filled Document From Template" in pdfFiller.

You’re connected!

Zapier seamlessly connects DocSend and pdfFiller, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Link Created
This trigger fires when you create a new link in DocSend.
Trigger
Instant
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New Space Download
Triggers when you get a new download event in Spaces.
Trigger
Instant
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- Fill Request
  Required
- Download Filled Form
  Required
- Filled Form Name
Trigger
Instant
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- Document type
  Required
- Folder
Trigger
Polling
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- Document
  Required
- Access
- Status
- Name Required
- Email Required
- Enforce Required Fields
- Allow To Download
- Redirect URL
- Custom Message
- Notification Emails
- Additional Documents
Action
Write

- Document
  Required
- Expiration
Action
Write
- File
  Required
- Document Name
  Required
- Folder
Action
Write

New Space Created
This trigger fires when you create a new Space in DocSend.
Trigger
Instant
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- Document
  Required
- 100% Completion
Trigger
Instant
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- Base Document
  Required
- Download Filled Document
  Required
- Filled Document Name
Trigger
Instant
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- Message
- Base Document
  Required
- Folder
- File Name
Action
Write
- Document
  Required
- Document Name
Action
Write
- Document
  Required
- Folder
Action
Write
- Message
- Document name
  Required
- Document type
  Required
- Folder
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect DocSend and pdfFiller to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your DocSend to pdfFiller integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About DocSend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

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About pdfFiller

pdfFiller is an online PDF editor, form builder and eSignature solution that makes it fast, easy and secure to manage your documents on any computer or mobile device.