Keep opportunity proposal PDFs ready to share
When an opportunity changes, have Notis find its proposal PDF and reduce the file size so it is easier to send.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Large proposal files can slow down sharing and create extra manual cleanup during an active deal.
- Reduce the size of an existing proposal PDF.
- Keep proposal files easier to share during active deals.
- Receive a run report when optimization finishes.
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 proposal PDF linked to the changed opportunity and optimize it; provide the PDF location if it is not in the record.
- 4Pick New or Updated Opportunity as the trigger, then choose where run reports go.
- 5Test with one real opportunity that has a proposal PDF.
Questions about this workflow
Does this create a proposal PDF?
No. The selected Api2pdf action optimizes an existing PDF. Your instruction must point Notis to a proposal PDF that is available from the opportunity or provide its location.
When does it run?
It runs when a Salesforce opportunity is created or updated.
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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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.
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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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