Get the relevant pages from account PDFs
Have Notis extract the pages you name from an existing account PDF when the account is created or updated.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Extract PDF Pages
Tool to extract specific pages from a pdf document. use when you need only certain pages from a larger pdf file.
Why this helps
Finding and sharing just the relevant pages in a long account document takes time and can interrupt follow-up.
- Create a shorter PDF with only the pages you need.
- Use account changes to prompt a timely document review.
- Keep page selection explicit in the automation instruction.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Api2pdf once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, name the existing account PDF and the page numbers to extract.
- 4Pick Account Created or Updated as the trigger and choose where run reports go.
- 5Test with one real account and an existing PDF with known page numbers.
Questions about this workflow
Can Notis decide which pages matter?
You should name the page numbers or provide a clear rule supported by the document information available to Notis.
Does this create the original PDF?
No. The action extracts pages from an existing PDF that your instruction can identify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Api2pdf. A trigger fires from one place; an action lands in another.
Salesforce triggers
Api2pdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Salesforce and Api2pdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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