How to connect Salesforce + PDF.co
Zapier lets you send info between Salesforce and PDF.co automatically—no code required.
Top companies trust Zapier to automate work and free up time
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
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.
- 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.
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.