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

  1. Make a Zap
  2. Click PDF.co App
  3. Select PDF Filler
  4. Connect PDF.co Account
  5. PDF Filler Configuration
  6. Test And Review
  7. Test Result
  8. 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.

Sample Source File
Sample Source File

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.
PDF.co App

Step 3: Select PDF Filler

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

Step 4: Connect PDF.Co Account

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

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.

PDF.co Configuration

Step 6: Test and Review

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

Step 7: Test Result

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

Test Result

Step 8: Filled PDF Form

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

Output Of the Source File
Output Of the Source File

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.

Fill a W9 Form – Video


 

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