Run long document conversions from Salesforce record changes
Let longer conversions run asynchronously when a monitored Salesforce record points to a document that needs processing.
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
Async Convert
Tool to perform an asynchronous file conversion. use when converting large or long-running files to avoid client timeouts.
Why this helps
Large files can outlast a normal request and interrupt a workflow that depends on them.
- Use asynchronous conversion for large or long-running files.
- Start processing from changes to a monitored Salesforce SObject.
- Reduce the chance of a client timeout during conversion.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Convertapi once in the Notis portal.
- 2Create an automation and name the asynchronous conversion outcome.
- 3Tell Notis which monitored record's accessible file URL to convert and to use asynchronous conversion for large or long-running files.
- 4Pick Record Updated (Generic SObject), specify the SObject type and returned fields, and choose where run reports go.
- 5Test with one real changed record and an accessible file URL.
Questions about this workflow
Can this trigger monitor any Salesforce object?
The generic trigger supports any Salesforce SObject. You specify the SObject type and which field values should be returned in its payload.
When should it use async conversion?
Use it for large or long-running files to avoid client timeouts. The file URL still needs to be available to Notis.
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
Tool to perform an asynchronous file conversion. use when converting large or long-running files to avoid client timeouts.
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
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Delete Uploaded File
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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.
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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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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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