Learn how to fill PDF forms using Zapier and PDF.co integration. Fill in fillable PDF forms just with a few simple steps.

What is Zapier?

Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and over 1,500 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It’s easy enough that anyone can build their own app workflows with just a few clicks.

We prepared this step-by-step tutorial with screenshots on how to fill a Fillable PDF Form Template using PDF.co Filler in Zapier. But you can always add text, images, and/or links to any PDF file by following this tutorial or this tutorial.

If you still need to fill in text into Fillable Fields in PDF Forms, please continue below.

Due to great variations of input sources, this tutorial will assume you have already set up the trigger phase before the “Do this” part, where PDF.co comes into play.

Quick navigation:

1. Select IRS form 1040
2. Setup PDF.co for Zapier
3. Under “Do this …” Choose App & Event search and select PDF.co from the list of apps
4. Under Choose Action Event select PDF Filler
5. Under Customize PDF Filler set the Direct link to source PDF and paste your source file link.
6. Find which fillable fields to use and under Fillable fields enter the following strings
7. You should see something similar like on this screenshot
8. On the Send Data step click TEST & REVIEW
9. The returned url is a direct link to the new PDF file with the forms filled
10. You will get the output PDF with name, checkbox and SSN box filled with PDF.co PDF Filler for Zapier
11. Check if everything works correctly and without errors then hit RETEST & CONTINUE
12. Give a name to your Zap at the top-left corner, then hit Done Editing, you can then TURN ZAP ON

Useful resources:

Step by step guide:

1. As input PDF form, we will use IRS form 1040 (also known as Form 1040, Form 1040-SR, and 1040-NR)

IRS Form F1040

2. Next, setup your PDF.co for Zapier

3. Under “Do this …” Choose App & Event search and select PDF.co from the list of apps

Set PDFFiller In PDF.co As The Action Step

4. Under Choose Action Event select PDF Filler

5. Under Customize PDF Filler set the Direct link to source PDF and paste your source file link

Direct Link To Source PDF

6. Find fields to use and setting up values to enter into Fillable fields

First of all, we need to find which exact field names are used inside this PDF form. To get field names we should upload the PDF file form into PDF Information and Fields tool and it will display the following:

fieldName indicates a name of control we can fill out. It can be text edit box, checkbox or another control. For text edit box field we just need to set its text. For checkbox controls we can use true or false to enable or disable a check inside this checkbox.

Do not see any form field names inside your PDF form? This tutorial applies only to PDF forms with fillable input fields. But you can always just add add text, images and links to any PDF using PDF.co and its PDFFiller by following this tutorial: https://pdf.co/add-text-and-images-with-links-to-a-pdf-using-zapier

Check out this tutorial to get PDF Form Field Names using PDF.co and Zapier.

Enter the following strings, which are telling PDF.co to fill the field on page 1 named topmostSubform.. and set it to a given value. The format is pageIndex;fieldName;value.

  • To fill the edit field on the first page with John A. Doe:
    1;topmostSubform[0].Page1[0].f1_02[0];John A. Doe
  • To select checkbox named Married / Filling jointly on the page 1:
    1;topmostSubform[0].Page1[0].FilingStatus[0].c1_01[1];true
  • And also SSN field on the page 1:
    1;topmostSubform[0].Page1[0].YourSocial_ReadOrderControl[0].f1_04[0];123456789

7. You should see something similar like on this screenshot:

Customize PDF Filler With Details To Fill Out IRS F1040

8. On the Send Data step click TEST & REVIEW

Send PDF Filler Data To Test And Review

9. The returned url is a direct link to the new PDF file with the forms filled

PDF.co Request Processed Successfully

10. You will get the output PDF with name, checkbox and SSN box filled with PDF.co PDF Filler for Zapier

PDF Output Of Filled-Out IRS Form 1040

11. Check if everything works correctly and without errors then hit RETEST & CONTINUE

12. Give a name to your Zap at the top-left corner, then hit Done Editing, you can then TURN ZAP ON

You can set up the next step to save the generated file in Google Drive or Dropbox depending on your requirement.

Note: Use PDF File Info Reader in Zapier with Extract Information About Fillable Fields From PDF Form set to true to get the names of all fields OR use PDF To Anything with JSON as the output.

You’ve learned how to fill PDF forms using Zapier and PDF.co integration. Now you know how to fill in fillable PDF forms just with a few simple steps.

Fill PDF Forms – Video Tutorial

Related Pages:

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