Keep generated PDFs with the Salesforce record they belong to
A completed document should be easy to find when you need it. Send Cloudlayer PDF context into a note on its related Salesforce record.
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
Finding a generated PDF and manually adding it to the right Salesforce record creates extra steps and leaves important context easy to lose.
- Keep document context near the related account, contact, lead, or opportunity.
- Reduce manual record updates after document generation.
- Leave a searchable note for the next person working the record.
Setup
Build it in a few focused steps.
- 1Connect Cloudlayer and Salesforce once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3Tell Notis to add a Salesforce note with the Cloudlayer PDF link and relevant document details to the related record.
- 4Choose a webhook trigger for the automation and send Cloudlayer completion data to its endpoint.
- 5Choose a report channel, then test with one real completed PDF and a valid Salesforce record.
Questions about this workflow
What information should the webhook provide?
Include a link or reference to the generated PDF and enough information to identify the Salesforce record. If Cloudlayer does not provide a record identifier, supply a reliable lookup clue in the request.
Does this upload the PDF file into Salesforce?
This workflow creates a Salesforce note with document context. The described action does not upload a file attachment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudlayer to Salesforce. A trigger fires from one place; an action lands in another.
Cloudlayer 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.
Cloudlayer and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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