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 PDF forms using PDF.co Filler in Zapier.

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. Use 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. 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)

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

PDFFiller in PDF.co

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. Under Fillable fields 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:

PDF Filler

8. On the Send Data step click TEST & REVIEW

Test and Review

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

Zap URL

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

PDF Output

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

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.

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