Clear temporary uploads after opportunity document work
Finish an opportunity document workflow by removing temporary uploads that are no longer needed.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
A conversion can be complete while its source upload still occupies temporary storage.
- Remove an unneeded temporary uploaded file.
- Make cleanup part of opportunity document handling.
- Report the cleanup result alongside opportunity activity.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Convertapi once in the Notis portal.
- 2Create an automation and name it for opportunity upload cleanup.
- 3Tell Notis to delete the Convertapi uploaded file ID available in the opportunity data or instruction once it is no longer required, then report the result.
- 4Pick the New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one opportunity and a known file ID that is ready to remove.
Questions about this workflow
Will this delete the Salesforce source document?
No. The action deletes a previously uploaded file from Convertapi temporary storage.
How does Notis know which file to delete?
The Convertapi file ID must be present in the available data or instruction.
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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Webhook trigger
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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.
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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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