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PDF.co + Salesforce Integrations

How to connect PDF.co + Salesforce

Zapier lets you send info between PDF.co and Salesforce automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Choose an Action
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Supported triggers and actions

What does this mean?
    • Barcode ValueRequired

    • Barcode Type

    • Generate Inline URL

    • Output Link Expiration

    • Custom Profiles

    Action
    Write
    • Input FormatRequired

    • Input SourceRequired

    • Output PDF Name

    • Output Link Expiry

    • Job Execution ModeRequired

    • Job Check IntervalRequired

    • Custom Profiles

    Action
    Write
    • PDF.co API EndpointRequired

    • URL Input Parameter Override

    • Input JSON

    • Run As Async Job

    • Job Execution ModeRequired

    • Interval for Asynchronous Job ChecksRequired

    Action
    Write
    • Document URLRequired

    • Template Id

    • Document Password

    • Job Execution ModeRequired

    • Async Job Check IntervalRequired

    • Custom Profiles

    Action
    Write
    • Input URLRequired

    • Barcode Type to Read

    • Pages to Read From

    • Password

    • Job Execution ModeRequired

    • Async Job Check IntervalRequired

    • Custom Profiles

    Action
    Write
    • Output FormatRequired

    • Source PDF URLRequired

    • Page Selection

    • PDF Password

    • Output File Name

    • Inline Output Option

    • OCR Language for Scanned Documents

    • Expiration of Output Links

    • Job Execution ModeRequired

    • Async Job Check IntervalRequired

    • Define Custom Profiles

    Action
    Write
    • Input Document URLRequired

    • Password

    • Job Execution ModeRequired

    • Async Job Check IntervalRequired

    • Custom Profiles

    • Custom Classification Rules

    • CSV Rules URL

    • Enable Case Sensitive Custom Rules

    Action
    Write
    • Sender EmailRequired

    • Recipient EmailRequired

    • Email SubjectRequired

    • CC

    • BCC

    • Email Body (Plain Text)

    • Email Body (HTML)

    • SMTP ServerRequired

    • SMTP Server PortRequired

    • SMTP UsernameRequired

    • SMTP PasswordRequired

    • Attachment URLs

    • Job Execution ModeRequired

    • Async Job Check Interval (Advanced Option)Required

    • Custom Profiles

    Action
    Write

How PDF.co + Salesforce Integrations Work

  1. Step 1: Authenticate PDF.co and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce Tutorials

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About PDF.co

PDF.co is a set of tools for PDF file and data extraction. Get CSV out of pdf, spreadshets, barcodes, invoices. Also can split pdf, merge pdf, convert pdf.

Related categories

  • Documents
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