Prepare a contact introduction packet as soon as a record is created
Start each new contact with a ready-to-review document made from the Salesforce record.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
New relationships often arrive with a blank page and a manual document task attached.
- Create a document at the point a Contact is created.
- Give the team a consistent starting point for contact context.
- Avoid retyping available Salesforce details into a template.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Craftmypdf once in the Notis portal.
- 2Create an automation named for the introduction packet.
- 3Tell Notis to generate an introduction packet PDF from the new Contact details using your Craftmypdf template.
- 4Pick the New Contact Trigger and choose where run reports should go.
- 5Test with one real new Contact.
Questions about this workflow
Will it include details not stored in Salesforce?
No. Notis can use data returned with the event. Provide any extra context in your instruction if it should appear.
Is this for existing contact edits?
This workflow starts only when Salesforce creates a new Contact. Use Contact Updated for modifications.
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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