Keep converted files from waiting too long for review
Run on a recurring schedule, review available conversion results, and create Salesforce tasks for items that need an owner or a decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Converted files can accumulate in a queue without a clear person responsible for checking them.
- Create a Salesforce follow-up for conversion items awaiting review.
- Make recurring document checks easier to remember.
- Give unresolved items a visible next step.
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 review conversion results available to the automation and create Salesforce tasks for items that need follow-up.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real conversion result and confirm the resulting task.
Questions about this workflow
Does the schedule automatically know which files need review?
The instruction needs to identify the conversion results available to Notis and the conditions that indicate review is needed. If those results are not accessible, provide them through the request or connected CloudConvert access.
How often can it run?
Choose a recurring schedule in the Notis automation setup that fits the review cadence you want.
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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