Create Salesforce opportunities from CloudPDF contract events
Keep a new contract from getting lost between document activity and your sales pipeline.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
When contract updates arrive in CloudPDF, manually recreating deal context in Salesforce adds busywork and risks missed follow-up.
- Create a Salesforce opportunity from details in the webhook request.
- Keep contract activity connected to the sales pipeline.
- Reduce manual re-entry when a document event arrives.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Salesforce once in the Notis portal.
- 2Create an automation named for CloudPDF contract events.
- 3Tell Notis to create a Salesforce opportunity from the customer, deal, stage, and close date supplied in the webhook request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real CloudPDF request that includes the required opportunity details.
Questions about this workflow
Does CloudPDF provide a built-in trigger for this automation?
No CloudPDF trigger event is listed. Start this automation with a Notis webhook, which runs when an HTTP request reaches it.
What details should the request include?
Provide the opportunity name, stage, close date, and any relevant account details. Salesforce may require additional organization-specific fields.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.