Fill a W9 Form using PDF.co and Zapier

Fill a W9 Form using PDF.co and Zapier – Step-by-Step-Guide

Make a Zap
Click PDF.co App
Select PDF Filler
Connect PDF.co Account
PDF Filler Configuration
Test And Review
Test Result
Filled PDF Form

In this tutorial, we will show you how to fill a W9 Form using PDF.co and Zapier. Here is the sample document that we used.

Step 1: Make a Zap

First, click on the Make a Zap button to create a zap.

Step 2: Click PDF.co App

Next, click the PDF.co app for the App Event.

Step 3: Select PDF Filler

Under the PDF.co app, choose the PDF Filler to fill out the form fields of the document.

Step 4: Connect PDF.Co Account

Then, you will connect the PDF.co account to perform the zap.

Step 5: PDF Filler Configuration

Let’s set up the configuration of the PDF Filler module.

Under the Source PDF fields, input the link of the document where the file is located.
For the Fillable fields, enter the page number, name of the field, and the value. You can use the Get PDF Info tool to get the field names in a PDF form.

Step 6: Test and Review

Now, let’s do the Test and Review to make sure that there are no errors in our setup.

Step 7: Test Result

Great! PDF.co processed our request successfully. You can use the URL to view the output.

Step 8: Filled PDF Form

Here’s the W9 Form that we filled using PDF.co and Zapier.

In this tutorial, you learned how to fill a W9 Form using PDF.co and Zapier. You also learned how to use the Get PDF Info to fill out the fillable fields.