Move document-intake contact details into Salesforce
When a PDF workflow collects a new person's details, create a Salesforce contact so the relationship has a reliable home.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Names and contact details collected during document work can be left in requests instead of the CRM.
- Keep new contact details in Salesforce
- Associate the contact with a known account when provided
- Reduce manual data entry after document intake
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 create a contact from supplied details and associate it with an account when a valid account is identified.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real intake request and review the contact in Salesforce.
Questions about this workflow
Can this associate the contact with an account?
Yes. Include a valid Salesforce account ID or enough reliable account details in the request.
What if a required contact detail is missing?
Specify in your instruction whether Notis should skip creation or report the missing information for review.
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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