Create editable DOCX files from monitored record PDFs
Keep document edits moving by converting a monitored record's PDF into an editable Word file.
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
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.
Why this helps
Teams can lose time recreating changes when a record links to a PDF that is not editable.
- Convert a PDF to an editable DOCX.
- Use a generic Salesforce object change as the trigger.
- Receive conversion metadata and download links.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Convertapi once in the Notis portal.
- 2Create an automation and name it for monitored PDF editing.
- 3Tell Notis to convert the accessible PDF URL supplied by the monitored record into DOCX and report the result.
- 4Pick Record Updated (Generic SObject), specify the SObject type and returned fields, and choose where run reports go.
- 5Test with one changed record that includes an accessible PDF URL.
Questions about this workflow
What fields can the generic trigger return?
You specify the Salesforce SObject type and which field values should be returned in the payload.
Does this guarantee the PDF URL is present?
No. The URL must be among the returned field values or otherwise 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
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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.
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.
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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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