Turn Salesforce account updates into useful PDF briefs
Keep account context close at hand with a PDF brief created when Salesforce accounts change.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Why this helps
Account details change while notes and review documents lag behind, leaving founders to assemble context by hand.
- Create a fresh brief after account creation or updates.
- Reduce the time spent gathering account context for reviews.
- Receive generated document results through Craftmypdf's webhook flow.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Craftmypdf once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to use the account details in the event to generate an account brief PDF with the chosen Craftmypdf template.
- 4Pick the Salesforce Account Created or Updated trigger and choose where run reports should go.
- 5Test with one real account change.
Questions about this workflow
What starts this automation?
A Salesforce Account Created or Updated event starts it, using the event's LastModifiedDate high-watermark.
Can it include account history that is not in the event?
Only data returned by Salesforce is available. Ask Notis to use the provided account details, or supply any additional context you need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Craftmypdf. A trigger fires from one place; an action lands in another.
Salesforce triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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