Get a quick preview when follow-up is done
After a task is marked complete, have Notis create a thumbnail of the related document so you can review it without opening the full file.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
LibreOffice Thumbnail
Tool to generate a thumbnail image of a document using libreoffice. use when you need a quick visual preview of a pdf or office file's first page.
Why this helps
Opening and checking every deal document after follow-up adds another step when you are trying to move on.
- Create a fast visual preview of a related PDF or office file.
- Review the first page without opening the full document.
- Keep the preview task tied to a completed Salesforce follow-up.
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, ask Notis to find the document related to the completed task and generate a thumbnail; specify where the document can be found if needed.
- 4Pick Task Created or Completed as the trigger and choose where run reports go.
- 5Test with one real completed task that has a related document.
Questions about this workflow
What does the thumbnail contain?
Api2pdf generates a thumbnail preview of the first page of a PDF or office file.
Will it work if the task has no document?
The instruction needs to identify an available document related to the task. If no document is available, there is nothing for Api2pdf to preview.
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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