Bring a contact's PDFs into one packet
When contact details change, have Notis merge the existing PDFs you name into one convenient packet.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Merge PDFs
Tool to merge multiple pdf documents into a single pdf. use when you need to concatenate several pdfs on the server-side.
Why this helps
Contact documents scattered across separate PDFs can make it harder to prepare for the next conversation.
- Combine multiple existing PDFs into one document.
- Make contact materials easier to review in one place.
- Use contact updates to prompt packet refreshes.
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, identify the contact's existing PDFs and ask Notis to merge them in the order you specify.
- 4Pick Contact Updated as the trigger and choose where run reports go.
- 5Test with one real contact that has at least two available PDFs.
Questions about this workflow
Will this find every PDF associated with a contact?
Your instruction needs to identify which existing PDFs to use and where Notis can access them.
Can I control the order?
Yes. State the desired order in your instruction.
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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Contact Updated
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Record Updated (Generic SObject)
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New Contact Trigger
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Merge PDFs
Tool to merge multiple pdf documents into a single pdf. use when you need to concatenate several pdfs on the server-side.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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Reorder PDF Pages
Tool to reorder pages of a pdf document. use when you need to rearrange pages into a new order by specifying page indices.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Api2pdf.