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Choose an Action

Set up your first integration

Quickly connect Salesforce to PDF.co with a Zapier template.

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Create PDF files in PDF.co from new records in Salesforce
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Salesforce + PDF.co
Convert new Salesforce records to pdfs with PDF.co's anything to pdf converter
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Salesforce + PDF.co
Acquire pdf information in PDF.co when new contacts are added in Salesforce
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Salesforce + PDF.co

Create PDF files in PDF.co from new records in Salesforce

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Salesforce + PDF.co

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

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Salesforce + PDF.co

Acquire pdf information in PDF.co when new contacts are added in Salesforce

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Salesforce + PDF.co

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Add Barcode to PDF" in PDF.co.

You’re connected!

Zapier seamlessly connects Salesforce and PDF.co, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write

- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- URL
  Required
- Record ID
  Required
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Type
  Required
- Initial Value
- Size
- Pages (optional)
Action
Write
- URL
  Required
- Initial Value
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Advance Options
Action
Write
- Barcode Value
  Required
- Barcode Type
  Required
- Generate Inline URL (optional)
- Advance Options
Action
Write
- Input Format
  Required
- URL
  Required
- File Name (optional)
- Worksheet Index (optional)
- Custom Profiles
Action
Write
- PDF.co API Endpoint
  Required
- URL
  Required
- Input JSON (optional)
- Execute Job Check Immediately
Action
Write
- URL
  Required
- Template Id (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Extract Fillable Fields (optional)
- Custom Profiles
Action
Write
- URL
  Required
- OCR Language for Scanned Documents (optional)
- File Name (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Operation Type
  Required
- OCR Language for Scanned Documents (optional)
- Pages (optional)
- Custom Profiles
Action
Write
- Source File URL (optional)
- Text Annotations (fill at least one)
- Image Embeds (fill at least one)
- Extract Fillable Fields (optional)
- File Name (optional)
- Allow Empty Text and Image Objects (optional)
- Auto-trim Input Values (optional)
- Template Data (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Operation Type
  Required
- 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)
- File Name (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Text to Search and Remove
  Required
- Replacement Text
  Required
- Pages (optional)
- Enable Regular Expressions (optional)
- Enable Case Sensitive Custom Rules (optional)
- Replacement Limit (optional)
- Custom Profiles
Action
Write
- Source File URL (optional)
- Text to Search and Remove
  Required
- Enable Regular Expressions (optional)
- Pages (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Text to Search and Remove
  Required
- Exclude Pages with Identified Barcodes (optional)
- File Name (optional)
- Custom Profiles
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Barcode Value
  Required
- Barcode Type
  Required
- Source File URL (optional)
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Pages (optional)
- Custom Profiles
- Advance Options
Action
Write
- URL
  Required
- Image URL
  Required
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Width
- Height
- Pages (optional)
- Advance Options
Action
Write
- Message
- URL
  Required
- Custom Fields
Action
Write
- URL
  Required
- Barcode Type to Read (optional)
- Pages (optional)
- Custom Profiles
Action
Write
- Input Format
  Required
- URL
  Required
- Pages (optional)
- File Name (optional)
- OCR Language for Scanned Documents (optional)
- Extraction Region (optional)
- Enable Line Grouping (optional)
- Unwrap (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Custom Classification Rules (optional)
- CSV Rules URL (optional)
- Enable Case Sensitive Custom Rules (optional)
- Custom Profiles
Action
Write
- Message
- Sender Email
  Required
- Recipient Email
  Required
- Email Subject
  Required
- SMTP Server
  Required
- SMTP Server Port
  Required
- SMTP Username
  Required
- SMTP Password
  Required
- CC (optional)
- BCC (optional)
- Email Body (Plain Text) (optional)
- Email Body (HTML) (optional)
- URL
  Required
- Custom Profiles
Action
Write
- Input Type
  Required
- 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)
- File Name (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Automatically Convert Non-PDF Files (optional)
- File Name (optional)
- Custom Profiles
Action
Write
- URL
  Required
- File Name (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Custom Profiles
Action
Write
- URL
  Required
- Text to Search and Remove
  Required
- Enable Regular Expressions (optional)
- Enable Case Sensitive Custom Rules (optional)
- Pages (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Text to Search and Remove
  Required
- Replacement Image URL
  Required
- Pages (optional)
- Enable Regular Expressions (optional)
- Enable Case Sensitive Custom Rules (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Pages (optional)
- File Name (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Text to Search and Remove
  Required
- Enable Case Sensitive Custom Rules (optional)
- Enable Regular Expressions (optional)
- Exclude Pages with Identified Barcodes (optional)
- OCR Language for Scanned Documents (optional)
- File Name (optional)
- Custom Profiles
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Salesforce and PDF.co to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Learn how to automate PDF.co on the Zapier blog

Make work flow with AI

Level up your Salesforce to PDF.co integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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 moreLearn moreHelpHelp

Related categories

Documents

Connect Salesforce to PDF.co on the world's largest no-code automation platform

Explore Salesforce + PDF.co Integrations

pdf-blocks

google-sheets

fax-plus

Connect Salesforce and PDF.co to unlock the power of automation

Set up your first integration

Create PDF files in PDF.co from new records in Salesforce

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

Acquire pdf information in PDF.co when new contacts are added in Salesforce

Create PDF files in PDF.co from new records in Salesforce

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

Acquire pdf information in PDF.co when new contacts are added in Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Salesforce and PDF.co to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Learn how to automate PDF.co on the Zapier blog

Edit, convert, and parse PDF files with PDF.co

Make work flow with AI

Connect Salesforce to PDF.co on the world's largest no-code automation platform

Explore Salesforce + PDF.co Integrations

Explore Salesforce + PDF.co Integrations