Give every new lead a ready-to-review PDF
Make it easier to assess incoming leads with a consistent document generated from Salesforce.
Trigger
New Lead Trigger
Triggers when a new Lead 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 leads can sit in the CRM without a clear, repeatable review document to guide the next step.
- Prepare a review sheet when a Lead is created.
- Keep the first look at incoming leads consistent.
- Cut down on copy and paste before qualification.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Craftmypdf once in the Notis portal.
- 2Create an automation and name it for new lead review.
- 3Tell Notis to generate a lead review sheet PDF using the new Lead details and your chosen template.
- 4Pick the New Lead Trigger and choose where run reports should go.
- 5Test with one real new Lead.
Questions about this workflow
Does this score or qualify the lead automatically?
Only if you describe a grounded review outcome in your instruction. Salesforce event data does not imply a score or qualification criteria.
What if important qualification details are missing?
Have Notis note what is missing in the PDF, or supply the criteria and context in your prompt.
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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