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Notis

Check source format support for monitored records

Give a document workflow a fast compatibility check whenever a monitored record 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

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.

Why this helps

Teams can lose time trying to convert a file before confirming the source type is supported.

  • Use changes across a selected Salesforce SObject as a review cue.
  • Check supported inputs for a known output format.
  • Avoid launching a conversion with an unsupported source.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Convertapi once in the Notis portal.
  • 2Create an automation with a clear name for the compatibility check.
  • 3Tell Notis to list supported inputs for the output format supplied in the monitored record data or prompt, then report the options.
  • 4Pick Record Updated (Generic SObject), specify the SObject type and returned fields, and choose where run reports go.
  • 5Test with one changed record and a known output format.

Questions about this workflow

What can the generic trigger monitor?

It supports any Salesforce SObject. You specify the object type and field values to return.

Does this action need a file?

No. It needs a specified output format and returns input formats that Convertapi can convert to it.

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.

TriggerScheduled

Async Convert

Tool to perform an asynchronous file conversion. use when converting large or long-running files to avoid client timeouts.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Async Job

Tool to delete a previously created asynchronous conversion job. use when the job is no longer required to free server resources.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

Convert PDF to DOCX

Tool to convert pdf files to docx format. use when you need editable word documents from pdfs. provide pdf content or url and receive docx file metadata and download links.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

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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