Prepare account PDF pages as JPG images
Make account documents easier to scan visually by turning their PDF pages into JPG images.
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 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.
Why this helps
Reviewing a long PDF can take extra steps when individual pages are needed as images.
- Create individual JPG pages from a PDF.
- Store the output on Convertapi for follow-on work.
- Use account changes to trigger document preparation.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Convertapi once in the Notis portal.
- 2Create an automation and name the account PDF image outcome.
- 3Tell Notis to convert the accessible PDF URL available on an account into stored JPG pages and report the result.
- 4Pick the Account Created or Updated trigger and choose where run reports go.
- 5Test with one real account that exposes a PDF URL.
Questions about this workflow
Does it convert every PDF on the account?
The workflow can use a PDF URL available in the account data or provided to Notis. The trigger does not itself promise to enumerate file attachments.
Where are the JPGs stored?
The action converts the PDF to JPG and stores the result on the server.
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
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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.
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Contact Updated
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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.
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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.
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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
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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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