Keep generated proposals with the right Salesforce deal
When a proposal PDF is ready, send its details to Notis and capture the useful context on the opportunity record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Proposal links and deal context end up scattered across tools, making follow-up harder.
- Keep proposal context beside the opportunity
- Reduce manual CRM updates after document generation
- Make the next sales conversation easier to prepare
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to add the proposal PDF link and key details as a note on the matching opportunity.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal request and confirm the note is attached to the intended opportunity.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Include the proposal details and a Salesforce opportunity identifier or enough information to find the opportunity.
Does this upload the PDF into Salesforce?
The Salesforce action creates a note with the information you provide. Include a PDF URL if you want the note to point to the generated document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Salesforce. A trigger fires from one place; an action lands in another.
Api2pdf triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Api2pdf and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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