Commerce
Brex Partner Referrals works with PDFBetter through PDFBetter's Zapier app: use it to create order and payment documents from Brex Partner Referrals and get terms signed. Connect PDFBetter in Zapier with one click, add Brex Partner Referrals to the same Zap, and map files and fields between the steps. Each PDFBetter step that runs counts as one agent & automation run on your PDFBetter plan.
Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't. See what each plan includes.
PDFBetter fills your own PDF templates. If you have a fillable invoice or receipt PDF, Fill PDF Form fills it from the order's details.
Yes. PDFBetter doesn't connect to Brex Partner Referrals directly; Zapier runs the steps between them. If Brex Partner Referrals is also on Make, PDFBetter's Make app works the same way.
No. It works on every PDFBetter plan, including Free. Each PDFBetter step that runs uses one of your plan's monthly agent & automation runs; Zapier counts its own tasks.
No. Brex Partner Referrals is a separate product listed in Zapier's app directory. This page shows how to use it with PDFBetter's Zapier app.