Skip to content
Notis

Bring completed-task PDFs together in one file

Finish a Salesforce task and have Notis ask Bannerbear to join the PDF links included in the task details.

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

Join PDFs

This tool allows users to merge multiple pdf files into a single pdf document by accepting an array of pdf urls, sending a post request to the bannerbear api, and returning the unique identifier, status, and url of the merged pdf.

Why this helps

Client PDFs are scattered across task notes, leaving you to collect links and merge files by hand.

  • Collects PDF links from the completed task for one merge request.
  • Reduces manual file handling after a client deliverable is ready.
  • Sends the merge result details to your chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Bannerbear 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 join the PDF URLs included in completed task details and report the result.
  • 4Pick the Salesforce Task Created or Completed trigger, choose where run reports go, and test with one real completed task containing PDF URLs.

Questions about this workflow

Does this workflow find PDFs attached to a Salesforce task?

It can use PDF URLs available in the task details returned to the automation. The listed Bannerbear action joins PDF URLs; it does not locate Salesforce attachments on its own.

What does Bannerbear return?

The Join PDFs action returns a unique identifier, status, and URL for the merged PDF.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Bannerbear. A trigger fires from one place; an action lands in another.

Salesforce triggers

Bannerbear actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Account Info

This tool allows you to check your bannerbear account status, including quota levels and current usage. the endpoint returns information about your account status, paid plan, api usage, and quota.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Available Fonts

This tool retrieves a list of all available fonts in bannerbear. the fonts are categorized into serif, sans serif, novelty, international, and custom, and can be used to verify font availability prior to creating or modifying images.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Get Signed Bases

This tool retrieves a list of signed bases for a specific template. signed bases are used to generate on-demand images using encrypted url parameters. the endpoint returns a list of base urls that can be used with the signed url feature.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Get Template Set Details

This tool retrieves detailed information about a specific template set using its unique identifier (uid). template sets are sets of templates that you group together in the bannerbear dashboard. it provides comprehensive details about the template set including its name, available modifications, and the list of templates inside the set.

ActionInstant

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.

TriggerPolling

Join PDFs

This tool allows users to merge multiple pdf files into a single pdf document by accepting an array of pdf urls, sending a post request to the bannerbear api, and returning the unique identifier, status, and url of the merged pdf.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

List Images

Lists all images inside a bannerbear project. this endpoint allows you to retrieve a paginated list of all images that have been created in your project.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

List Templates

This action retrieves a list of all templates available in your bannerbear project. it returns an array of template objects including properties like uid, name, dimensions, creation and update timestamps, template type, preview url, and modifications. the tool is used for listing templates, retrieving template uids for subsequent actions such as image or video creation, and managing project templates.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

List Videos

This action retrieves a list of all videos created in your bannerbear account. it returns an array of video objects including properties like uid, status, timestamps, video and preview urls, as well as template and modification details. the tool is used for listing videos, monitoring video status, and managing project videos.

ActionInstant

Connect any two apps with Notis in the middle.

Salesforce and Bannerbear, 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 Bannerbear.