Turn document follow-up leads into Salesforce tasks
Let Notis find leads meeting your stated criteria and create a task so the next document-related follow-up is visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Leads waiting for a quote or information pack can get buried between pipeline reviews.
- Bring leads needing attention into a task list
- Create follow-up work from stated Salesforce criteria
- Make recurring review less dependent on memory
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 list leads matching your criteria and create a follow-up task for each appropriate lead.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real run and check the selected leads and resulting tasks.
Questions about this workflow
What criteria can I use?
Specify criteria based on fields available on Salesforce leads, such as status or other organization fields the list action can query.
Can it know whether a lead already received a PDF?
Only if that fact is recorded in accessible Salesforce data or supplied to Notis. Include that source in your criteria when available.
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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