Prepare contact reviews with CloudPDF document context
Get the people and document context together before your next customer conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Preparing for customer follow-up can mean searching separately for a contact and the documents tied to their conversation.
- Generate a scheduled list of Salesforce contacts.
- Use CloudPDF context you provide to prepare a concise review.
- Spend less time collecting customer background.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Salesforce once in the Notis portal.
- 2Create an automation named for your contact review.
- 3Tell Notis to list Salesforce contacts and summarize those relevant to the CloudPDF context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with real contacts and representative document context.
Questions about this workflow
Will the workflow fetch CloudPDF document history?
No CloudPDF trigger events are listed. Provide the context you want Notis to use in the review.
Does listing contacts update them?
No. The List contacts action retrieves contact records for review.
When this happens · Trigger
Do this · Action
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.
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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