Salesforce + PDF.co Integrations
How to connect Salesforce + PDF.co
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Popular Salesforce + PDF.co workflows
Create PDF files in PDF.co from new records in Salesforce
Create PDF files in PDF.co from new records in SalesforcePremium
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New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers 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.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.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
- PDF.co
Barcode generation from QR Code, PDF417, Datamatrix to Code 128 and many others
Scheduled
Action
- PDF.co
Read barcode from image or PDF document
Scheduled
Action
- PDF.co
Convert URL, HTML code, document, spreadsheet, presentation, image, file to PDF
Scheduled
Action
- PDF.co
Convert PDF to JPG, PNG, CSV, XML, JSON and other formats
Scheduled
Action
- PDF.co
Make a custom API call to PDF.co API (for advanced users)
Scheduled
Action
- PDF.co
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.
Scheduled
Action
- PDF.co
Parse invoices, reports, statements and other documents using templates based document parser.
Scheduled
Action
- PDF.co
Get PDF document information like form fields, pages count, page size, author, description, keywords and other information.
Scheduled
Action
- 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
How Salesforce + PDF.co Integrations Work
- Step 1: Authenticate Salesforce and PDF.co.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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