Check compatible source formats for opportunity deliverables
Know which incoming file formats can produce the deliverable format your opportunity work requires.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Unexpected source file formats can delay opportunity deliverables and add avoidable manual checks.
- Check source format options for a chosen deliverable format.
- Spot compatibility constraints before conversion work starts.
- Keep the format check connected to opportunity activity.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Convertapi once in the Notis portal.
- 2Create an automation and name the deliverable format check.
- 3Tell Notis to list input formats Convertapi supports for the output format supplied in the opportunity data or prompt, then report the results.
- 4Pick the New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one opportunity and a known desired output format.
Questions about this workflow
Does this choose a deliverable format for me?
No. You supply the desired output format, and Convertapi lists input formats that can convert to it.
Does it need a file URL?
No. This lookup uses a specified output format and does not convert a file.
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
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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
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