Start every new lead with a ready intake sheet
Give each new lead a clean handoff document with the information already captured in Salesforce.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
New leads can wait while someone manually gathers details into a handoff document.
- Prepare a consistent handoff document as leads arrive.
- Cut time spent copying lead details into a template.
- Make intake information easier to review and pass along.
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 printable PDF intake sheet using the new lead details returned by Salesforce.
- 4Choose New Lead Trigger as the trigger and select where run reports should go.
- 5Test with one real new lead.
Questions about this workflow
Will this run for existing leads that change?
No. This trigger runs when a new Lead is created in Salesforce.
Can Notis add an intake question that Salesforce does not store?
Not from the trigger data alone. Supply any additional questions or context in your instruction or elsewhere.
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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