Make lead links easy to open
When a lead is created, have Notis turn the booking or intake URL you provide into a QR code image.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Generate Barcode or QR Code
Tool to generate barcodes or qr codes using zebra crossing (zxing). use when you need a barcode or qr code image from text values.
Why this helps
Copying a long lead link into a message or printed handout makes quick follow-up harder.
- Turn a supplied booking or intake URL into a QR code image.
- Make lead links easier to open from a phone or printed material.
- Run the workflow automatically for new leads.
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 create a QR code from the booking or intake URL you supply for the new lead.
- 4Pick New Lead Trigger as the trigger and choose where run reports go.
- 5Test with one real new lead and a usable URL.
Questions about this workflow
Does Salesforce provide the booking URL automatically?
Only use this workflow if the URL is available in the lead data or you supply it in the instruction. The listed trigger description does not guarantee a booking URL.
Does this make a PDF?
No. This Api2pdf action generates a barcode or QR code image from text, such as a URL.
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.
Add Header Footer
Tool to add headers and footers to a pdf document. use when you need consistent page numbering, titles, or custom branding on every page.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete PDF
Tool to delete a previously generated pdf. use when you need to immediately remove a pdf by its response id.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Extract PDF Pages
Tool to extract specific pages from a pdf document. use when you need only certain pages from a larger pdf file.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
LibreOffice PDF to HTML
Tool to convert a pdf document to html using libreoffice. use when you need html output of a pdf file (experimental; images may be excluded).
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
Optimize PDF
Tool to optimize a pdf document to reduce file size while maintaining quality. use when you need to minimize storage or bandwidth for an existing pdf.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Api2pdf.