Connect CloudPDF to Salesforce
When something happens in CloudPDF, Notis takes the next step in Salesforce. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from CloudPDF to Salesforce
Create Salesforce opportunities from CloudPDF contract events
Turn a CloudPDF contract webhook into a Salesforce opportunity, using the supplied customer and deal details.
Review Salesforce leads after CloudPDF document activity
On a schedule, have Notis list Salesforce leads for a review informed by CloudPDF document activity you provide.
Attach CloudPDF document context to a Salesforce record
Start from a CloudPDF related webhook request and save its supplied context as a note on an existing Salesforce record.
Review Salesforce opportunities with CloudPDF context
Schedule an opportunity list and use CloudPDF contract context you provide to focus the review on deals needing attention.
Create Salesforce follow-up tasks from CloudPDF events
Use a CloudPDF webhook request to create a Salesforce task for the follow-up described in the incoming context.
Review Salesforce notes using CloudPDF document context
On a recurring schedule, list Salesforce notes and summarize the ones relevant to CloudPDF document context you supply.
Create Salesforce contacts from CloudPDF request details
Turn contact details provided with a CloudPDF-related webhook request into a Salesforce contact.
Review Salesforce accounts with CloudPDF document context
Schedule an account list and use CloudPDF details you provide to focus account reviews on relevant document activity.
Create Salesforce leads from CloudPDF document requests
Create a Salesforce lead from prospective customer details included in a CloudPDF-related webhook request.
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Salesforce. A trigger fires from one place; an action lands in another.
CloudPDF 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect CloudPDF and Salesforce
Connect any two apps with Notis in the middle.
CloudPDF and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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