Fill Form 1040 with Pipeliner CRM data – Guide
- Create a Zap
- Pipeliner CRM App
- Select New Person
- Connect Pipeliner CRM Account
- New Person Configuration
- Test the Trigger
- Add App Event
- Select PDF Filler
- PDF.co Account Connection
- PDF Filler Configuration
- Test and Review
- Test Result Output
- Source File Output
In this tutorial, we will show you how to fill an IRS Form 1040 with Pipeliner CRM data using PDF.co and Zapier. Here’s a screenshot of our Form 1040. You can get a copy of this form here.

Step 1: Create a Zap
First, click on the Create Zap button to start a zap.
Step 2: Pipeliner CRM App
Next, select the Pipeliner CRM app for the App Event.
Step 3: Select New Person
Then, choose the New Person module for the Trigger Event.
Step 4: Connect Pipeliner CRM Account
Let’s, connect our Pipeliner CRM account.
Step 5: New Person Configuration
Let’s configure the New Person trigger.
- In the Source field, enter the New Person source file.
- In the Status field, input the status of the New Person preference.
Step 6: Test the Trigger
Next, let’s test the trigger to make sure that we set it up correctly.
Step 7: Add App Event
Now, let’s add another app and select the PDF.co app for the App Event.
Step 8: Select PDF Filler
Then, choose the PDF Filler module to fill the PDF Form 1040.
Step 9: PDF.co Account Connection
Next, let’s connect our PDF.co account to use for this zap.
Step 10: PDF Filler Configuration
Now, let set up the action event.
- In the Source PDF field, input the source PDF URL or the IRS Form 1040 link.
- In the Fillable fields, enter the page number, the field name, and the value. You can use the Get PDF Info tool to get the form’s field names.
Step 11: Test and Review
You may now send the PDF Filler to PDF.co to test and review.
Step 12: Test Result Output
Great! We got a successful test result. You can copy and paste the URL to view the output.
Step 13: Source File Output
Here is the IRS Form 1040 that we successfully filled out with Pipeliner CRM data.

In this tutorial, you learned how to set up the Pipeliner CRM so you can access the CRM data in Zapier. You learned how to fill the IRS Form 1040 with the CRM data using PDF.co. You also learned how to easily get the PDF Form fields using the Get PDF Info helper tool.