Make changing opportunities easier to review
Create a fresh deal review document when an opportunity changes, using the details Salesforce provides.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Deal reviews take extra effort when the opportunity record and the document used in the discussion drift apart.
- Generate a review artifact on opportunity creation or update.
- Bring available deal context into a document for discussion.
- Reduce last-minute document assembly before pipeline reviews.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Craftmypdf once in the Notis portal.
- 2Create an automation named for opportunity reviews.
- 3Tell Notis to generate an opportunity review PDF from the event's opportunity details using your Craftmypdf template.
- 4Pick the New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity change.
Questions about this workflow
Does this trigger run for new and updated opportunities?
Yes. The Salesforce event covers an Opportunity when it is created or updated.
Can the PDF show a forecast trend?
Only if the relevant history or baseline is supplied. The listed trigger does not promise historical opportunity values.
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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