Turn opportunity proposal PDFs into editable DOCX files
Keep proposal revisions moving by turning a linked PDF into a Word document when its opportunity changes.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Proposal edits stall when the only available copy is a PDF attached to an opportunity.
- Get an editable proposal without a manual conversion step.
- Keep the conversion tied to the opportunity that changed.
- Receive Convertapi file 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 give it a clear name.
- 3Tell Notis to convert the proposal PDF URL available on a changed opportunity into DOCX, and report the result.
- 4Pick the New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity that includes an accessible PDF URL.
Questions about this workflow
Does this find Salesforce file attachments automatically?
The trigger provides opportunity data. The prompt can use a PDF URL only if that URL is included in the returned data or supplied to Notis.
What does the conversion return?
The Convert PDF to DOCX action returns 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
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Webhook trigger
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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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