pdfFiller

pdfFiller
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The pdfFiller modules enable you to watch events, create, upload, copy, download, list, move, rename and delete documents, or work with signature requests and filled forms in your pdfFiller account.

Getting Started With pdfFiller

Prerequisites

A pdfFiller account

In order to use pdfFiller with {{Make}}, it is necessary to have a pdfFiller account. If you do not have one, you can create a pdfFiller account at www.pdffiller.com.

Connect pdfFiller to {{Make}}

Go to {{Make}}, and open the pdfFiller module's Create a connection dialog.
Enter a name for the connection to the Connection name field, and click Continue.

After you click the Continue button, {{Make}} will redirect you to the pdfFiller website, where you will be prompted to grant {{Make}} access to your account.

Confirm the dialog by clicking the AUTHORIZE button.

Document

Create a Template From Template

Creates a new template by filling a template. The template containing radio fields is not supported.

	Note
	Templates containing radio button fields are not supported!

Connection	Establish a connection to your pdfFiller account.
Template ID	Select the template from which you want to create the new template.
Folder ID	Select the target folder you want to create a new template in.
Document Name	Enter the name for the new template.
Fillable Fields	Fill in the template's fields. Field names in bold are required.

Create a Template Constructor Link

Creates a public URL that allows you to share the PDF.

Connection	Establish a connection to your pdfFiller account.
Template ID	Select the template you want to create the new document from.
Days until Expires	Enter the number of days left until the link expires. Max value: 1000.
Custom Logo ID	Select or map the Custom Logo for the document.
Redirect URL	Enter the URL the user is redirected to after filling up the PDF.
Turn Off Specific Editor Modules	Select editor modules you want to turn off in the shared document.

Upload a Document

Uploads a document from the provided URL or file data. Creates a new document template. Supported file types: PPT; PPTX; DOC; DOCX; or PDF.

Connection	Establish a connection to your pdfFiller account.
Upload By	Select whether you want to provide a file using a previous module (file) or using the URL.
URL	Enter the link to the file that you want to upload to your pdfFiller account. Supported file types: PPT; PPTX; DOC; DOCX; or PDF.
File Name	Enter the name of the document as you want to store it.
Source file	Map the file you want to upload from the previous module (e.g., HTTP > Get a File or Google Drive > Download a File), or enter the file name and file data manually.
Folder ID	Select the target folder you want to upload a file to.
With Tags	Select the Yes option to render all tags in the document as fillable fields.

Copy a Document

Copies a document to the specified target folder under the desired document name.

Connection	Establish a connection to your pdfFiller account.
Document ID	Enter (map) or select the document you want to copy.
New Folder ID	Select or map the destination folder to which you want to copy the document.
New Document Name	Enter the new name for the document.

Download a Document

Downloads a document.

Connection	Establish a connection to your pdfFiller account.
Folder ID	Enter (map) or select the folder that contains the document you want to download.
Document ID	Select or map the ID of the document you want to download.

List Documents

Retrieves documents by filter settings.

Connection	Establish a connection to your pdfFiller account.
Folder ID	Enter (map) or select the folder you want to list documents from.
Start Date	Enter the date to filter documents by from the specified date.
End Date	Enter the date to filter documents by up to the specified date.
Order By	Select the property you want to sort returned documents by.
Order	Select the sort order.
Limit	Set the maximum number of documents {{Make}} will return during one execution cycle.

Move a Document

Moves a document to the specified target folder.

Connection	Establish a connection to your pdfFiller account.
Document ID	Enter (map) or select the document you want to move.
New Folder ID	Select or map the destination folder where you want to move the document.

Rename a Document

Renames an existing document.

Connection	Establish a connection to your pdfFiller account.
Document ID	Enter (map) or select the document you want to rename.
New Document Name	Enter the new name of the document without an extension.

Delete a Document

Deletes a document.

Connection	Establish a connection to your pdfFiller account.
Document ID	Enter (map) or select the document you want to delete.

Fill Request

Create a Fill Request

Creates a new document and provides a short URL.

Connection	Establish a connection to your pdfFiller account.
Document ID	Enter (map) or select the document you want to create a fill request for.
Notifications	Select the notification mode. If the notification mode is Enabled or With PDF, you need to specify the Notification Emails.
Sender Notifications	Enable to receive notifications.
Access	Set the access level for the fill request document.
Status	Set the document access permission.
Additional Documents	Specify additional documents required after filling in the document.
Field Wizard	Select one of these options: On: displays fillable fields with wizard. Off: displays fillable fields without wizard. Disabled: disables fillable fields display.

Get a Filled Form

Retrieves filled form details.

Connection	Establish a connection to your pdfFiller account.
Fill Request ID	Enter (map) or select the link to fill you want to retrieve details for.
Filled Form ID	Enter (map) or select the filled form you want to retrieve details for.

Get a Filled Form Data

Retrieves data from the filled form.

Connection	Establish a connection to your pdfFiller account.
Fill Request ID	Enter (map) or select the link to fill you want to retrieve filled data for.
Filled Form ID	Enter (map) or select the filled form you want to retrieve filled data for.

Download a Filled Form

Downloads a filled form as PDF.

Connection	Establish a connection to your pdfFiller account.
Fill Request ID	Enter (map) or select the link to fill you want to download filled data from.
Filled Form ID	Enter (map) or select the filled form you want to download filled data from.
File Name	Enter the file name of the downloaded PDF file (without the extension).

Download an Additional Document

Downloads a file of a filled form's additional document.

Connection	Establish a connection to your pdfFiller account.
Fill Request ID	Enter (map) or select the link to fill you want to download the additional document from.
Filled Form ID	Enter (map) or select the filled form you want to download the additional document from.
Additional Document ID	Enter (map) the ID of the additional document you want to download.

Signature Request

Create Signature Request

Creates a new signature request from an existing document.

Connection	Establish a connection to your pdfFiller account.
Document ID	Enter (map) or select the document you want to create a signature for.
Method	Select whether to send to a group or send to each recipient. SendToEach: each recipient signs only his/her copy of the document and returns it to you. SendToGroup: all recipients sign the same document, for instance, a multilateral agreement, and submit it to you.
Security PIN	Set your desired security level. Standard: no PIN is used. Enhanced: specify the PIN in the field below. PIN is not included in the signature request.
PIN	Set the PIN for enhanced security.
Envelope Name	Enter the envelope name when sending the signature request to the group.
Sign In Order	Check to enable the order in which SendToGroup recipients receive their requests to sign the document.
Recipients	Add recipients of the signature request, and specify their details.
Sender Notifications	Enable to receive notifications.

Get a Signature Request

Retrieve request details.

Connection	Establish a connection to your pdfFiller account.
Signature Request ID	Enter (map) or select the signature request you want to retrieve details for.

List Signature Requests

Retrieves all signature requests in your account by the filter settings.

Connection	Establish a connection to your pdfFiller account.
Folder ID	Enter (map) or select the folder you want to list signature requests from.
Start Date	Enter the date to filter signature requests by from the specified date.
End Date	Enter the date to filter signature requests by up to the specified date.
Order By	Select the property you want to sort returned signature requests by.
Order	Select the sort order.
Limit	Set the maximum number of signature requests {{Make}} will return during one execution cycle.

Cancel a Signature Request

Cancels a specified signature request.

Connection	Establish a connection to your pdfFiller account.
Signature Request ID	Enter (map) or select the signature request you want to cancel.

Add Signature Request Recipients

Adds an additional recipient to a signature request, available only for SendToGroup.

Connection	Establish a connection to your pdfFiller account.
Signature Request ID	Enter (map) or select the signature request you want to add recipients to.
Recipients	Add recipients of the signature request and specify their details.

List Signature Request Recipients

Returns all information about signature recipients and the signature status.

Connection	Establish a connection to your pdfFiller account.
Signature Request ID	Enter (map) or select the signature request you want to retrieve recipients for.
Order By	Select the property you want to sort returned signature requests by.
Order	Select the sort order.
Limit	Set the maximum number of signature requests {{Make}} will return during one execution cycle.

Send a Signature Request Reminder

Sends a reminder to the signature request recipient.

Connection	Establish a connection to your pdfFiller account.
Signature Request ID	Enter (map) or select the signature request you want to send a reminder for.
Recipient	Enter (map) or select the recipient you want to send the signature request reminder to.

Other

Watch Events

Triggers when a fill request, signature request, or a template constructor is completed.

Open module settings, and click the Add button to configure the trigger.

Webhook name	Enter the name for the webhook. E.g., Fill Request Completed
Connection	Establish a connection to your pdfFiller account.
Trigger By	Select the type of event that will trigger the Watch Events module, and select the particular document you want to watch in the field below.

Now, every time the specified event occurs, the Watch Events module in your {{Make}} scenario is triggered.

Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your pdfFiller account.

URL

Enter a path relative to https://api.pdffiller.com.For example: /v2/users/me.

	Note
	For the list of available endpoints, refer to the pdfFiller API Reference.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we've already added these for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Folders

The following API call returns all folders in your pdfFiller account:

URL:

/v2/folders

Method:

GET

The result can be found in the module's Output under Bundle > Body > items.

In our example, 2 folders were returned: