Check file format options from a task workflow
Confirm which source file types can produce the desired output before the task moves into document work.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
Format uncertainty can leave a completed task waiting on a file conversion decision.
- Check compatible inputs for a target format.
- Resolve a conversion question as part of task follow-up.
- Avoid starting a conversion with unsupported source assumptions.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Convertapi once in the Notis portal.
- 2Create an automation and name the task format check.
- 3Tell Notis to list input formats Convertapi supports for the output format supplied in the task context or prompt, then report them.
- 4Pick the Task Created or Completed trigger and choose where run reports go.
- 5Test with one task and a known target format.
Questions about this workflow
Can this trigger on task completion?
Yes. The event triggers when a task is created or its status changes to Completed.
Will it convert the task document?
No. It reports compatible input formats for the target output format you provide.
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.
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Webhook trigger
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Contact Updated
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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)
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New Lead Trigger
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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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