Create PDFs from HTML templates using converts.online from updated fields on Salesforce records
When a record in Salesforce is updated, it will be converted from HTML to PDF using converts.online. Then, it will be attached to a record.
When a record in Salesforce is updated, it will be converted from HTML to PDF using converts.online. Then, it will be attached to a record.
- When this happens...Updated Field on Record
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.).
- automatically do this...Convert HTML to PDF
Convert HTML to PDF document.
- then do this!Create Attachment
Creates a new attachment (max 25MB).
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