pdfFiller
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
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 | |
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. |
Creates a public URL that allows you to share the PDF.
Connection | |
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. |
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 | |
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. |
Copies a document to the specified target folder under the desired document name.
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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. |
Downloads a document.
Connection | |
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. |
Retrieves documents by filter settings.
Connection | |
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. |
Moves a document to the specified target folder.
Connection | |
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. |
Renames an existing document.
Connection | |
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. |
Deletes a document.
Connection | |
Document ID | Enter (map) or select the document you want to delete. |
Fill Request
Creates a new document and provides a short URL.
Connection | |
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:
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Retrieves filled form details.
Connection | |
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. |
Retrieves data from the filled form.
Connection | |
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. |
Downloads a filled form as PDF.
Connection | |
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). |
Downloads a file of a filled form's additional document.
Connection | |
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
Creates a new signature request from an existing document.
Connection | |
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.
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Security PIN | Set your desired security level.
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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. |
Retrieve request details.
Connection | |
Signature Request ID | Enter (map) or select the signature request you want to retrieve details for. |
Retrieves all signature requests in your account by the filter settings.
Connection | |
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. |
Cancels a specified signature request.
Connection | |
Signature Request ID | Enter (map) or select the signature request you want to cancel. |
Adds an additional recipient to a signature request, available only for SendToGroup.
Connection | |
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. |
Returns all information about signature recipients and the signature status.
Connection | |
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. |
Sends a reminder to the signature request recipient.
Connection | |
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
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 | |
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.
Allows you to perform a custom API call.
Connection | |
URL | Enter a path relative to NoteFor 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. |
The following API call returns all folders in your pdfFiller account:
URL:
/v2/folders
Method:
GET
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The result can be found in the module's Output under Bundle > Body > items.
In our example, 2 folders were returned:
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