Keep CloudPDF document context with its Salesforce record
Put the document detail where your team already looks for customer context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Useful document notes can be separated from the Salesforce account, contact, lead, or opportunity that needs them.
- Save supplied CloudPDF details on an existing Salesforce record.
- Keep context near the account, contact, lead, or opportunity it concerns.
- Reduce manual copying from document events.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Salesforce once in the Notis portal.
- 2Create an automation named for saving CloudPDF context.
- 3Tell Notis to create a Salesforce note with the supplied document summary and attach it to the Salesforce record ID in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with a real request that includes note content and a valid Salesforce record ID.
Questions about this workflow
Can Notis infer which Salesforce record to attach the note to?
The request should provide the Salesforce record ID so Notis can attach the note to the intended existing record.
Does CloudPDF have a listed event trigger?
No. This workflow starts with a Notis webhook because no CloudPDF trigger events are listed.
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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