Keep a current PDF brief for every Salesforce account
When an account changes, give your team a ready-to-share snapshot without manually rebuilding a document.
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
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
Why this helps
Important account changes are easy to miss when details live in Salesforce and briefs live elsewhere.
- Reduce manual document updates after account changes.
- Make account details easier to share outside Salesforce.
- Keep a consistent brief format for new and updated accounts.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and add a name and prompt.
- 3Tell Notis to create a concise PDF account brief from the account details returned by Salesforce.
- 4Choose Account Created or Updated as the trigger and select where run reports should go.
- 5Test with one real account change.
Questions about this workflow
What starts this automation?
It runs when a Salesforce Account is created or updated, using LastModifiedDate to detect both types of changes.
Can the PDF contain fields that Salesforce did not return?
No. Notis can summarize available account details, but any extra context must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Cloudlayer. A trigger fires from one place; an action lands in another.
Salesforce triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Tool to add a new user storage configuration. use when you need to attach an external bucket or container for file storage.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Tool to retrieve a specific asset by its id. use when you need to fetch metadata or download url of an existing asset after its generation.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get API Status
Tool to test api reachability. use when checking if the cloudlayer api is available.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
HTML to Image
Tool to convert base64-encoded html to an image. use when you need to render raw html or a url into png, jpeg, or webp after content load.
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.
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List Assets
Tool to list the ten most recent assets. use when you need to retrieve your latest cloudlayer assets.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Storage Configurations
Tool to retrieve a list of all storage configurations. use after authenticating to cloudlayer to view your account's storage settings.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Convert URL to Image
Tool to convert a webpage url to an image. use when dynamic screenshot parameters are needed.
Connect any two apps with Notis in the middle.
Salesforce and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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