Keep converted contracts with the Salesforce record they belong to
Send a converted contract through a Notis webhook and save its readable content as a note on the Salesforce record you identify.
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
Contract text can end up separated from the account or opportunity where your team needs it.
- Keep converted contract content with its related Salesforce record.
- Reduce manual copying between a file workflow and Salesforce.
- Make contract details easier to find in context.
Setup
Build it in a few focused steps.
- 1Connect CloudConvert and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction how to convert the contract and attach its resulting text as a note to the Salesforce record identified in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contract and Salesforce record.
Questions about this workflow
How does the workflow know which Salesforce record to use?
Include the Salesforce record identifier in the webhook request, along with the converted contract content or file reference needed for processing.
Does this create a Salesforce note?
Yes. The workflow uses the Salesforce Create note action to attach note content to the record you identify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudconvert to Salesforce. A trigger fires from one place; an action lands in another.
Cloudconvert 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.
Cloudconvert and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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