PDF.co + Salesforce

Convert new Salesforce records to pdfs with PDF.co's anything to pdf converter

Easily convert new Salesforce records into PDF format with this efficient workflow. When a new record is created in Salesforce, this automation will quickly process the data using the PDF.co app's Anything to PDF Converter feature. Save time and streamline your document management by letting this seamless integration handle the hard work for you.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
HTML to PDF Converter
Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Barcode ValueRequired
- Barcode TypeRequired
- Source PDF (optional)
- X Co-ordinateRequired
- Y Co-ordinateRequired
- Pages
- Custom Profiles
Action
Write
- Source File URLRequired
- Image URLRequired
- X Co-ordinateRequired
- Y Co-ordinateRequired
- Width
- Height
- Pages
Action
Write
- Barcode ValueRequired
- Barcode Type (optional)
- Generate Inline URL (optional)
- Custom Profiles (optional)
Action
Write
- Input FormatRequired
- Input SourceRequired
- Output PDF Name (optional)
- Worksheet Index (optional)
- Custom Profiles (optional)
Action
Write
- PDF.co API EndpointRequired
- URL Input Parameter Override (optional)
- Input JSON (optional)
- Execute Job Check Immediately
Action
Write
- Document URLRequired
- Template Id (optional)
- Custom Profiles (optional)
Action
Write
- PDF URLRequired
- Extract Fillable Fields (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- OCR Language (optional)
- Output File Name (optional)
- Custom Profiles (optional)
Action
Write
- PDF Source LinkRequired
- ModeRequired
- Rotation Angle (optional)
- OCR Language for auto-rotate (optional)
- Page Numbers (optional)
- Custom Profiles (optional)
Action
Write
- Source PDF (optional)
- Text Annotations (fill at least one)
- Image Embeds (fill at least one)
- Fillable Form Fields (fill at least one)
- Output PDF Name (optional)
- Allow Empty Text and Image Objects (optional)
- Auto-trim Input Values (optional)
- Template Data (optional)
- Custom Profiles (optional)
Action
Write
- Source PDF URLRequired
- Operation Mode (optional)
- Owner Password (fill at least one for Remove Security)
- User Password (fill at least one for Remove Security)
- Encryption Algorithm (optional)
- Allow Printing (optional)
- Define Printing Quality (optional)
- Enable Document Assembly (optional)
- Enable Content Copying (optional)
- Enable Content Copying for Accessibility (optional)
- Enable Document Modification (optional)
- Enable Form Field Filling (optional)
- Enable Commenting (optional)
- Specify Name (optional)
- Custom Profiles (optional)
Action
Write
- Source PDF URLRequired
- Text to LocateRequired
- Replacement TextRequired
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Replacement Limit (optional)
- Target Pages (optional)
- Custom Profiles (optional)
Action
Write
- PDF Source LinkRequired
- Search QueryRequired
- Enable Regular Expressions (optional)
- Page Range (optional)
- Simplify Output (optional)
- Custom Profiles (optional)
Action
Write
- Source PDF URLRequired
- Barcode Search StringRequired
- Exclude Pages with Identified Barcodes (optional)
- Base Filename for New PDFs (optional)
- Custom Profiles (optional)
Action
Write

- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- Source File URLRequired
- IdRequired
- X Co-ordinateRequired
- Y Co-ordinateRequired
- TypeRequired
- Initial Value
- Size
- Pages
Action
Write
- Source File URLRequired
- Text to addRequired
- X Co-ordinateRequired
- Y Co-ordinateRequired
- Font Size
- Color
- Bold
- Strikeout
- Underline
- Font Name
- Pages
Action
Write
- Input URLRequired
- Barcode Type to Read (optional)
- Pages to Read From (optional)
- Custom Profiles (optional)
Action
Write
- Output FormatRequired
- Source PDF URLRequired
- Page Selection (optional)
- Output File Name (optional)
- Inline Output Option (optional)
- OCR Language for Scanned Documents (optional)
- Extraction Region (optional)
- Enable Line Grouping (optional)
- Unwrap (optional)
- Define Custom Profiles (optional)
Action
Write
- Input Document URLRequired
- Custom Classification Rules (optional)
- CSV Rules URL (optional)
- Enable Case Sensitive Custom Rules (optional)
- Custom Profiles (optional)
Action
Write
- Sender EmailRequired
- Recipient EmailRequired
- Email SubjectRequired
- SMTP ServerRequired
- SMTP Server PortRequired
- SMTP UsernameRequired
- SMTP PasswordRequired
- CC (optional)
- BCC (optional)
- Email Body (Plain Text) (optional)
- Email Body (HTML) (optional)
- Attachment URLs (optional)
- Custom Profiles (optional)
Action
Write
- HTML or URL (fill at least one)
- HTML Template ID (fill at least one)
- Page Orientation (optional)
- Page Size (optional)
- Custom Page Size (optional)
- Custom Margins (optional)
- Render Page Background (optional)
- Media Type (optional)
- Do not wait until full page load (optional)
- HTML Template Data (optional)
- Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLsRequired
- Automatically Convert Non-PDF Files (optional)
- Output File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source PDF URLRequired
- Output File Name (optional)
- Custom Profiles (optional)
Action
Write
- PDF Document URLRequired
- Custom Profiles (optional)
Action
Write
- Source PDF URLRequired
- Text to Search and RemoveRequired
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Pages (optional)
- Custom Profiles (optional)
Action
Write
- Source PDF URLRequired
- Text to LocateRequired
- Replacement Image URLRequired
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Target Pages (optional)
- Custom Profiles (optional)
Action
Write
- Source PDF URLRequired
- Page Numbers/RangesRequired
- Enter a prefix for naming new PDF files (optional)
- Custom Profiles (optional)
Action
Write
- Source PDF URLRequired
- Text Search StringRequired
- Enable Case-Sensitive Search (optional)
- Enable Regular Expression Search (optional)
- Exclude Pages with Identified Text (optional)
- OCR Language (optional)
- Base Filename for New PDFs (optional)
- Custom Profiles (optional)
Action
Write

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

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

PDF.co + Salesforce

Convert new Salesforce records to pdfs with PDF.co's anything to pdf converter

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Add Barcode to PDF

Barcode ValueRequired

Barcode TypeRequired

Source PDF (optional)

X Co-ordinateRequired

Y Co-ordinateRequired

Pages

Custom Profiles

Add Image to PDF

Source File URLRequired

Image URLRequired

X Co-ordinateRequired

Y Co-ordinateRequired

Width

Height

Pages

Barcode Generator

Barcode ValueRequired

Barcode Type (optional)

Generate Inline URL (optional)

Custom Profiles (optional)

Anything to PDF Converter

Input FormatRequired

Input SourceRequired

Output PDF Name (optional)

Worksheet Index (optional)

Custom Profiles (optional)

Custom API Call

PDF.co API EndpointRequired

URL Input Parameter Override (optional)

Input JSON (optional)

Execute Job Check Immediately

Document Parser

Document URLRequired