Salesforce + Salesforce + converts.online

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 this happens...
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.).
TriggerPolling
automatically do this...
Convert HTML to PDFConvert HTML to PDF document.
ActionWrite
then do this!
Create AttachmentCreates a new attachment (max 25MB).
ActionWrite

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More things you can do with Salesforce and converts.online

Discover other triggers and actions you can use with Salesforce and converts.online

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 Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent 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
- Output Filename
- File
  Required
- Output Format
  Required
Action
Write
- Output Filename
- HTML
  Required
- CSS style
- Scale
- Display header and footer
- Header template
- Footer template
- Footer template
- Landscape
- Page ranges
- Format
- Paper width
- Paper height
- Margin top
- Margin bottom
- Margin right
- Margin left
- Landscape
- Omit background
- Style URL
- Emulate Media Type
- Timeout
- Wait until
Action
Write
- Output Filename
- URL of a page
  Required
- Scale
- Display header and footer
- Header template
- Footer template
- Footer template
- Landscape
- Page ranges
- Format
- Paper width
- Paper height
- Margin top
- Margin bottom
- Margin right
- Margin left
- Landscape
- Omit background
- Emulate Media Type
- Timeout
- Wait until
- Headers
- Authenticate – username
- Authenticate – password
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
- 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
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
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- 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
- Output Filename
- Output Format
  Required
- HTML
  Required
- CSS style
- Quality
- Full page
- Clip – X
- Clip – Y
- Clip – Width
- Clip – Height
- Omit background
- Style URL
- Emulate Media Type
- Timeout
- Wait until
Action
Write
- Output Filename
- Output Format
  Required
- URL of a page
  Required
- Quality
- Full page
- Clip – X
- Clip – Y
- Clip – Width
- Clip – Height
- Omit background
- Emulate Media Type
- Timeout
- Wait until
- Headers
- Authenticate – username
- Authenticate – password
Action
Write

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About converts.online

converts.online is an easy online API convertor that is able to convert files, URLs and raw HTML pages to multiple formats like PDF, PNG, JPEG and many more.

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Salesforce + Salesforce + converts.online

Salesforce + Salesforce + converts.online

Create PDFs from HTML templates using converts.online from updated fields on Salesforce records

More things you can do with Salesforce and converts.online

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