PDF.co + Salesforce

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

Streamline your workflow and enhance efficiency with this automation that springs into action when you add a new contact in the Salesforce app, swiftly fetching PDF information over at PDF.co. This process not only saves you time and effort by reducing manual data transfers but also minimizes errors, leaving you more time to focus on nurturing your contacts and growing your business. It's the perfect solution for those seeking a seamless and effective data transfer between Salesforce and PDF.co.

When this happens...
New Contact
Triggers when a new Contact is created.
TriggerPolling
automatically do this!
Get PDF Information
Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.
ActionWrite

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Supported triggers and actions

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

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Source File URLRequired
- IdRequired
- X Co-ordinateRequired
- Y Co-ordinateRequired
- TypeRequired
- Initial Value
- Size
- Pages
Action
Write
- Source File URLRequired
- Text to addRequired
- X Co-ordinateRequired
- Y Co-ordinateRequired
- Advance Options
Action
Write
- Barcode ValueRequired
- Barcode Type
- Generate Inline URL (optional)
- Advance Options
Action
Write
- Input FormatRequired
- Source File URLRequired
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- PDF.co API EndpointRequired
- URL Input Parameter Override (optional)
- Input JSON (optional)
- Execute Job Check Immediately
Action
Write
- Source File URLRequired
- Template Id (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- Extract Fillable Fields (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- OCR Language (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- Operation TypeRequired
- OCR Language for auto-rotate (optional)
- Page Numbers (optional)
- Custom Profiles (optional)
Action
Write
- Source File URL (optional)
- Text Annotations (fill at least one)
- Image Embeds (fill at least one)
- Fillable Form Fields (fill at least one)
- File Name (optional)
- Allow Empty Text and Image Objects (optional)
- Auto-trim Input Values (optional)
- Template Data (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- Operation Mode (optional)
- 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 (optional)
Action
Write
- Source File URLRequired
- Text to LocateRequired
- Replacement TextRequired
- Target Pages
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Replacement Limit (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- Search QueryRequired
- Enable Regular Expressions (optional)
- Page Range (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- Barcode Search StringRequired
- Exclude Pages with Identified Barcodes (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- 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 ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Barcode ValueRequired
- Barcode TypeRequired
- Source File URL (optional)
- X Co-ordinateRequired
- Y Co-ordinateRequired
- Pages (optional)
- Custom Profiles
- Advance Options
Action
Write
- Source File URLRequired
- Image URLRequired
- X Co-ordinateRequired
- Y Co-ordinateRequired
- Width
- Height
- Pages
- Advance Options
Action
Write
- Message
- Source File URLRequired
- Custom Fields
Action
Write
- Source File URLRequired
- Barcode Type to Read (optional)
- Pages (optional)
- Custom Profiles (optional)
Action
Write
- Output FormatRequired
- Source File URLRequired
- Page Selection (optional)
- File Name (optional)
- OCR Language for Scanned Documents (optional)
- Extraction Region (optional)
- Enable Line Grouping (optional)
- Unwrap (optional)
- Define Custom Profiles (optional)
Action
Write
- Source File URLRequired
- Custom Classification Rules (optional)
- CSV Rules URL (optional)
- Enable Case Sensitive Custom Rules (optional)
- Custom Profiles (optional)
Action
Write
- Message
- Sender EmailRequired
- Recipient EmailRequired
- Email SubjectRequired
- SMTP ServerRequired
- SMTP Server PortRequired
- SMTP UsernameRequired
- SMTP PasswordRequired
- CC (optional)
- BCC (optional)
- Email Body (Plain Text) (optional)
- Email Body (HTML) (optional)
- Attachment URLs (optional)
- Custom Profiles (optional)
Action
Write
- Input TypeRequired
- 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 (optional)
Action
Write
- Source File URLRequired
- Automatically Convert Non-PDF Files (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- Text to Search and RemoveRequired
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Pages (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- Text to LocateRequired
- Replacement Image URLRequired
- Pages (optional)
- Enable Regular Expressions (optional)
- Case-Sensitive Search (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- Page Numbers/RangesRequired
- File Name (optional)
- Custom Profiles (optional)
Action
Write
- Source File URLRequired
- Text Search StringRequired
- Enable Case-Sensitive Search (optional)
- Enable Regular Expression Search (optional)
- Exclude Pages with Identified Text (optional)
- OCR Language (optional)
- File Name (optional)
- Custom Profiles (optional)
Action
Write

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 more

Related categories

Documents

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

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

PDF.co + Salesforce

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

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Add Form Field to PDF

Add Text to PDF

Barcode Generator

Anything to PDF Converter

Custom API Call

Document Parser

Get PDF Information

Convert Scanned PDF to Searchable PDF

PDF Page Tools

PDF Filler

PDF Security

Search and Replace Text in PDF

Search in PDF

Split PDF Based on Barcode Search

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Add Barcode to PDF

Add Image to PDF

AI Invoice Parser

Advanced Barcode Reader

PDF to Anything Converter

Document Classifier

Send Email With Attachment

HTML to PDF Converter

PDF Merger

Compress and Optimize PDF

PDF Find Table

Search and Delete Found Text in PDF

Search and Replace With Image in PDF

Split PDF Into Multiple Files

Split PDF Based on Text Search

About PDF.co

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates