Loading

PDF.co + Salesforce Integrations

How to connect PDF.co + Salesforce

Zapier lets you send info between PDF.co and Salesforce automatically—no code required.

When this happens...
automatically do this!

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?
  • PDF.co triggers, actions, and search
    Barcode Generator
    Barcode generation from QR Code, PDF417, Datamatrix to Code 128 and many others
    Action
    Write
  • PDF.co triggers, actions, and search
    Barcode Reader
    Read barcode from image or PDF document
    Action
    Write
  • PDF.co triggers, actions, and search
    Anything to PDF Converter
    Convert URL, HTML code, document, spreadsheet, presentation, image, file to PDF
    Action
    Write
  • PDF.co triggers, actions, and search
    PDF to Anything Converter
    Convert PDF to JPG, PNG, CSV, XML, JSON and other formats
    Action
    Write
  • PDF.co triggers, actions, and search
    Custom API Call
    Make a custom API call to PDF.co API (for advanced users)
    Action
    Write
  • PDF.co triggers, actions, and search
    Document Classifier
    Automatically detects the class of source document using AI or using custom keywords based rules. Useful for quickly finding out where source document came from.
    Action
    Write
  • PDF.co triggers, actions, and search
    Document Parser
    Parse invoices, reports, statements and other documents using templates based document parser.
    Action
    Write
  • PDF.co triggers, actions, and search
    PDF File Information Reader
    Get PDF document information like form fields, pages count, page size, author, description, keywords and other information.
    Action
    Write
  • PDF.co

    Convert HTML or URL to with avdanced options (layout, orientation etc). Supports HTML templates (Handlebar and Mustache).

    Scheduled

    Action

  • PDF.co

    Turns Image or PDF into text searchable PDF where you can select and search text.

    Scheduled

    Action

  • PDF.co

    Merge multiple documents into one new single PDF. Supports pdf, doc, docx, xls, jpg, png, etc.

    Scheduled

    Action

  • PDF.co

    Add text, images, signatures to pdf, fill PDF form fields, create new pdf from templates.

    Scheduled

    Action

  • PDF.co

    Add/Remove Password and Security Features to/from PDF file

    Scheduled

    Action

  • PDF.co

    Search text inside PDF or scans

    Scheduled

    Action

  • PDF.co

    Splits pages from PDF document into multiple new PDF files using page numbers and page ranges

    Scheduled

    Action

  • PDF.co

    Splits pages in PDF document using Text Search (with OCR).

    Scheduled

    Action

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

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.
pdfco logo
pdfco logo

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.
Learn more

Related categories

  • Documents
salesforce logo
salesforce logo

About Salesforce

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

Get started for free

You can't add more hours to the day. Zapier is the next best thing.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.