Turn new lead PDFs into editable documents
Make a lead's PDF ready for edits as soon as the lead arrives, when its document link is available.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
A new lead can arrive with a PDF that needs edits before someone can act on it.
- Create an editable DOCX from a PDF.
- Start document preparation when a lead is created.
- Get file metadata and links for the converted document.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Convertapi once in the Notis portal.
- 2Create an automation and name the lead PDF conversion outcome.
- 3Tell Notis to convert the accessible PDF URL associated with a new lead into DOCX and report the result.
- 4Pick the New Lead Trigger and choose where run reports go.
- 5Test with one real lead that includes an accessible PDF URL.
Questions about this workflow
Does this convert a Salesforce file attachment directly?
The action accepts PDF content or a URL. The PDF URL or content must be accessible to Notis.
What will I receive?
Convertapi returns DOCX file metadata and download links.
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
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.
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.
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.
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.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Convertapi.