Keep useful public page references with account changes
Generate a page PDF when account context changes, so a useful reference is ready to review.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Generate PDF from webpage
This tool generates a pdf from a specified webpage using browserless's pdf generation api. it allows specifying the url of the webpage along with parameters such as format, filename, and waituntil options to control the pdf generation process.
Why this helps
A page that informed an account review can be hard to find again later.
- Generate a PDF from a specified webpage when an account changes.
- Set supported PDF options such as format and filename.
- Keep research references easy to revisit.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Browserless once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the webpage and PDF settings to use in one instruction.
- 4Pick Account Created or Updated as the trigger and choose a report channel.
- 5Test with one real account event and review the run report.
Questions about this workflow
Can it choose a page based on account fields?
Only if those fields provide enough context in the event data and you describe how to use them. Supply any missing URL.
Does it save the PDF to Salesforce?
The action generates a PDF and returns it. Salesforce storage is not part of the listed action.
Can the PDF use a custom filename?
The action supports parameters such as filename and format.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Browserless. A trigger fires from one place; an action lands in another.
Salesforce triggers
Browserless 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 Browserless, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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