Turn Salesforce account updates into a useful brief
Get the account context and next steps in one PDF, ready to review or share.
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
Convert HTML to PDF
Tool to convert HTML to a PDF document. Use when you need to generate a PDF from raw HTML. Returns raw PDF bytes suitable for download or storage.
Why this helps
Account details change across long records, making it easy to miss what changed or forget the next follow-up.
- Review account changes without reopening multiple records.
- Keep the summary and suggested follow-up in one shareable document.
- Reduce manual note taking after account updates.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Customjs once in the Notis portal.
- 2Create an automation by telling Notis the brief you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to summarize the account details available in the event and prepare a concise HTML brief for a PDF.
- 4Pick Account Created or Updated as the trigger and choose where run reports go.
- 5Test with one real account example.
Questions about this workflow
What starts this automation?
It starts when a Salesforce Account is created or updated. The event uses LastModifiedDate to capture both kinds of change.
Can the brief include fields that are not returned with the event?
Notis can only use available event data. Name any additional Salesforce details you need and make sure they are available to the automation before relying on them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Customjs. A trigger fires from one place; an action lands in another.
Salesforce triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Tool to authenticate a CustomJS API key. Use when verifying a user's API key before making further requests.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Tool to convert HTML to a PDF document. Use when you need to generate a PDF from raw HTML. Returns raw PDF bytes suitable for download or storage.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Convert HTML to PNG
Tool to convert HTML string to PNG image. Use when you need a PNG from HTML after preparing your markup.
Contact Updated
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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.
Merge multiple PDFs into one
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New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Run Puppeteer Script
Tool to run a Puppeteer script and capture a screenshot. Use when automating headless browser tasks and needing a PNG output. Use after confirming the script logic.
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 Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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