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PDF help with ontraport

  • May 30, 2024
  • 1 reply
  • 18 views

Hi,

 

Has anyone used an app that after editing the pdf, it will be sent to a contact through ontraport or vice versa?

What we are trying to achieve is have an integration where in we fill up a form that will update details in a pdf file, then that file will be sent to a contact through email for them to read. 

we are using ontraport as our crm. I am not sure what is the best app to use that I can use zapier to connect with and how. I tried pdffiller but I am not sure how to set it up to what I am trying to do or if it is possible. Any suggestion would be awesome. Thank you.

Best answer by Troy Tessalone

Hi @rhuix 

Help article for sending files in Zaps: https://help.zapier.com/hc/en-us/articles/8496288813453

 

For reference, Ontraport Zap app triggers/actions: https://zapier.com/apps/ontraport/integrations#triggers-and-actions

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • May 30, 2024

Hi @rhuix 

Help article for sending files in Zaps: https://help.zapier.com/hc/en-us/articles/8496288813453

 

For reference, Ontraport Zap app triggers/actions: https://zapier.com/apps/ontraport/integrations#triggers-and-actions