cloudlayer.io + Salesforce

cloudlayer.io + Salesforce integrations

Generate invoice PDFs in cloudlayer.io from new Salesforce records

Looking to streamline your invoicing workflows? This Zap can help. Set it up to automatically generate an invoice PDF in cloudlayer.io from each new Salesforce record.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create Invoice PDFCreate an Invoice PDF document from an invoice template.
ActionWrite

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More things you can do with Salesforce and cloudlayer.io

Discover other triggers and actions you can use with Salesforce and cloudlayer.io

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Completed Job
Triggers when a document conversion job completes.
Trigger
Polling
Try It
- DOCX File
  Required
- Timeout (ms)
- Filename
Action
Write
- HTML Content
  Required
- Page Size
- Landscape
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- Print Background
- Header Template
- Footer Template
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- Template
  Required
- Template Data (JSON)
- Image Format
- Viewport Width
- Viewport Height
- Full Page
- Quality
- CSS Selector
- Transparent Background
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- Template
  Required
- Template Data (JSON)
- Page Size
- Landscape
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- Print Background
- Header Template
- Footer Template
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- URL
  Required
- Wait for Selector
- Delay (ms)
- Page Size
- Landscape
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- Print Background
- Header Template
- Footer Template
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- Job ID
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- DOCX File
  Required
- Timeout (ms)
- Filename
Action
Write
- HTML Content
  Required
- Image Format
- Viewport Width
- Viewport Height
- Full Page
- Quality
- CSS Selector
- Transparent Background
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- PDF URLs
  Required
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- Invoice Template ID
  Required
- Auto Calculate Totals
- Company Name
  Required
- Logo URL
  Required
- Address
  Required
- City
  Required
- State/Province/Region
  Required
- ZIP/Postal Code
  Required
- Country
  Required
- Phone Number
- Email
- Bill To Full Name
  Required
- Bill To Address
  Required
- Bill To City
  Required
- Bill To State/Province/Region
  Required
- Bill To ZIP/Postal Code
  Required
- Bill To Country
  Required
- Product/Service Title
  Required
- Invoice Date
  Required
- Invoice Number
- Reference Number
- Due Date
- Currency
  Required
- Locale
  Required
- Tax Label
  Required
- Tax Percentage
  Required
- Subtotal
- Total Tax
- Total Amount
- Title
  Required
- Description
- Quantity
  Required
- Unit Price
  Required
- Amount
- Notes
- Terms & Conditions
- Timeout (ms)
Action
Write
- URL
  Required
- Wait for Selector
- Delay (ms)
- Image Format
- Viewport Width
- Viewport Height
- Full Page
- Quality
- CSS Selector
- Transparent Background
- Timeout (ms)
- Filename
- Save to Storage
Action
Write
- Asset ID
  Required
Action
Search
- Search Term
- Template Type
- Template Category
Action
Search

About cloudlayer.io

cloudlayer.io is a service that lets you generate dynamic PDF documents or Images from a URL or HTML templates.

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Related categories

Images & Design

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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