Clean up temporary files after account document work
Remove a temporary uploaded file once account document processing no longer needs 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
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.
Why this helps
Temporary processing files can remain stored after the work that needed them is finished.
- Remove an uploaded file from temporary storage when no longer needed.
- Tie cleanup to an account update that signals the work has changed.
- Keep file handling steps visible in run reports.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Convertapi once in the Notis portal.
- 2Create an automation and name the temporary file cleanup outcome.
- 3Tell Notis to delete the Convertapi uploaded file whose file ID is available in the account data or instruction when it is no longer needed, then report the result.
- 4Pick the Account Created or Updated trigger and choose where run reports go.
- 5Test with one account and a known uploaded file ID that is safe to remove.
Questions about this workflow
Does this discover Convertapi file IDs?
No. The file ID must be available in the account data or supplied in the instruction.
When should a file be deleted?
Use this when the uploaded file is no longer needed. Uploaded files are temporary and expire after 3 hours.
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
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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.
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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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