Capture important Salesforce record changes in a PDF
For a record type you monitor, preserve a readable snapshot when its data changes.
Trigger
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.
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
Key changes across Salesforce record types can be hard to review consistently over time.
- Create readable snapshots from monitored record changes.
- Make selected record data easier to share.
- Use a consistent format across the chosen SObject type.
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 which returned record details to include in a concise PDF snapshot.
- 4Choose Record Updated (Generic SObject) as the trigger and select where run reports should go.
- 5Test with one real record update.
Questions about this workflow
Which records can this monitor?
The trigger supports a specified Salesforce SObject type and monitored fields. It uses SystemModstamp to detect changes.
Can the PDF show unreturned field history?
No. It can use available returned values, but any missing history or baseline must be supplied.
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
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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.
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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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