Check supported conversion formats for account documents
Find viable output formats for an account document before deciding how to prepare it.
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
Get Supported Output Formats For Input
Tool to list all output formats a given input format can be converted into. use when you need to dynamically retrieve conversion options for a specific input format.
Why this helps
Choosing a conversion format without checking supported options can create rework.
- Check available output formats for a known input format.
- Make format decisions before starting a conversion.
- Use account changes as a prompt to revisit document needs.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Convertapi once in the Notis portal.
- 2Create an automation and name the format check outcome.
- 3Tell Notis to check supported output formats for the input format supplied in the account data or prompt, then report the options.
- 4Pick the Account Created or Updated trigger and choose where run reports go.
- 5Test with one real account and a known input format.
Questions about this workflow
Does Salesforce provide the document format automatically?
The account event captures account changes. The input format must be present in the returned data or supplied in the instruction.
Does this perform a conversion?
No. It lists output formats supported for the specified input format.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Convertapi. A trigger fires from one place; an action lands in another.
Salesforce triggers
Convertapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Async Convert
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Async Job
Tool to delete a previously created asynchronous conversion job. use when the job is no longer required to free server resources.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Uploaded File
Tool to delete a previously uploaded file. use when the file is no longer needed and should be removed from temporary storage.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Supported Input Formats For Output
Tool to list all input formats that can convert to a specified output format. use after deciding the target output format.
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 PDF to DOCX
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New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Convert PDF to JPG and Store
Tool to convert a pdf to jpg and store the result on the server. use when individual jpg pages are needed for further workflow steps.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Upload File From URL
Tool to upload a file directly from a remote url. use when you need to import files hosted on a remote server without downloading locally.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Upload File (Multipart)
Tool to upload a file via multipart/form-data. use when you need to store a file on convertapi's servers (up to 3 hours) and obtain a fileid for subsequent conversions.
Connect any two apps with Notis in the middle.
Salesforce and Convertapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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