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Choose a Trigger

Choose an Action

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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 "Get Document From PDF4me" from PDF4me.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects PDF4me and Salesforce, 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.

- Trigger Name
- Test File Url
Trigger
Instant
Try It
- File
  Required
- Specify File Name
- Barcode Type
  Required
- Text
  Required
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Barcode Width
- Barcode Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
- Hide Text
- Set Process as Async
Action
Write
- File
  Required
- Specify File Name
- HTML Content
  Required
- Location
  Required
- Skip First Page
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- Pages
  Required
Action
Write
- File
  Required
- File Name
- Top Margin
- Bottom Margin
- Left Margin
- Right Margin
Action
Write
- File
  Required
- File Name
- Watermark Text
  Required
- Position
- Font Family
- Size
- Text Colour
- Set Bold
- Set Underline
- Set Italics
- Opacity
- Rotation Angle
- Horizontal Position
- Vertical Position
Action
Write

- File
  Required
- File Name
- Image Type
  Required
- Compression Level
  Required
Action
Write
- File
  Required
- File Name
- First Row
- First Column
- Convert Number and Date
- Ignore Null Values
- Bold Title
- Wrap Title Text
Action
Write

- File
  Required
- File Name
- Output Format
Action
Write
- Barcode Type
  Required
- Text in the Barcode
  Required
Action
Write
- PDF File
  Required
- File Name
  Required
- Searched Text
  Required
- New Text
- Input Url
  Required
- Page Sequence
Action
Write
- File
  Required
- Specify File Name
- PDF/A Compliance
  Required
Action
Write
- File
  Required
- File Name
- Page Number
  Required
- Width
  Required
- Image Format
  Required
Action
Write
- File
  Required
- File Name
- Crop Type
Action
Write
- File
  Required
- File Name
- Page Numbers
  Required
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
- Select PDF4me-Workflow
  Required
Action
Write
- File
  Required
- Specify File Name
- Pages
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Extract Mode
  Required
Action
Write
- File
  Required
- File Name
- Start Page Number
  Required
- End Page Number
  Required
- Remove Comments
- Remove Header Footer
- Accept Changes
Action
Write
- File
  Required
- Specify File Name
- Input Type
Action
Write
- File
  Required
- File Name
- Flip Orientation
Action
Write
- Template File
  Required
- Template File Name
- Template File Type
  Required
- Input Data Format Type
  Required
- Input Data Type
  Required
- Meta Data
- Keep Pdf Editable
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- File Name
- Compression Type
Action
Write
- Files
  Required
- Output File Name
Action
Write
- Files
  Required
- Orientation
  Required
- Output File Name
Action
Write
- File
  Required
- File Name
- Template Name
  Required
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
- Custom Field
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
Action
Write
- Word File
  Required
- Word File Name
- Search Text
  Required
- Image File
- Skip first page
- Pages
Action
Write
- File
  Required
- File Name
- Paper Size
- Columns per Page
  Required
- Rows per Page
  Required
Action
Write
- File
  Required
- File Name
- Rotation Angle
- Proportionate Resize
  Required
- Background Color
Action
Write
- File
  Required
- Specify File Name
- Sign Image File
  Required
- Sign image file name
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
Action
Write
- File
  Required
- Specify File Name
- Split Type
- Split File Naming
Action
Write
- File
  Required
- File Name
- Search Text
  Required
- Select Split Type
  Required
- Split File Naming
Action
Write
- File
  Required
- Specify File Name
- Password
  Required
Action
Write
- WebUrl
  Required
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
- Display Header/Footer
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
- 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

- File
  Required
- Specify File Name
- Attachments
  Required
Action
Write
- File
  Required
- Specify File Name
- Field Name
  Required
- Form Field Type
  Required
- Initial Value
- Position X
- Position Y
- Pages
Action
Write
- File
  Required
- File Name
- Watermark File Content
  Required
- Position
- Opacity
- Rotation Angle
- Horizontal Offset
- Vertical Offset
Action
Write
- File
  Required
- Specify File Name
- Page Number Format
  Required
- Font Size
- Set Bold
- Set Italic
- Horizontal Align
  Required
- Vertical Align
  Required
- Horizontal Margin
- Vertical Margin
- Skip First Page
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
- Current Image Format
  Required
- New Image Format
  Required
Action
Write
- File
  Required
- File Name
- Output Size
Action
Write
- File
  Required
- File Name
Action
Write
- Specify EPC version
- Specify EPC character set
- Name of Beneficiary
  Required
- Beneficiary's Account (IBAN)
- Amount (EUR)
- Business Code
- Payment Reference
- Remittance Information
- Hint Text
Action
Write
- File
  Required
- File Name
- Number of Input Boxes
  Required
Action
Write
- File
  Required
- File Name
- Amount
- AV1 Parameters
- AV2 Parameters
- Billing Info
- Creditor Address Type
  Required
- Creditor City
- Creditor Name
  Required
- Creditor Postal Code
- Creditor Address Line 1
- Creditor Address Line 2
- Currency
- IBAN
  Required
- Language Type
- Reference
- Reference Type
- Separator Line
- Ultimate Debtor Address Type
- Ultimate Debtor City
- Ultimate Debtor Name
- Ultimate Debtor Postal Code
- Ultimate Debtor Address Line 1
- Ultimate Debtor Address Line 2
- Unstructured Message
Action
Write
- File
  Required
- File Name
- Crop Type
Action
Write
- PDF File
  Required
- File Name
  Required
- Page Sequence
Action
Write
- File
  Required
- Specify File Name
- Certificate File
  Required
- Certificate Password
  Required
- Pages
  Required
- Signer Name
- Sign Reason
- Sign Location.
- Height
- Width
- Horizontal Margin
- Vertical Margin
- Visible
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Page Numbers
  Required
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
- Expression
  Required
- Pages
  Required
Action
Write
- Template File
  Required
- Template File Name
- Select Input Type
Action
Write
- File
  Required
- Specify File Name
Action
Write
- Template File
  Required
- Template File Name
- Template File Type
  Required
- Input Data Format Type
  Required
- Input Data Type
  Required
- Meta Data
- Keep Pdf Editable
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- File Name
- Days
Action
Write
- File
  Required
- File Name
- Index File Path
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
Action
Write
- File
  Required
- Specify File Name
- Image File
  Required
- Image File Name
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
- Set to Background
Action
Write
- File
  Required
- File Name
- Markdown File Path
Action
Write
- File
  Required
- FileName
- Layer File
  Required
- Layer File Name
Action
Write
- File
  Required
- File Name
- Compression Type
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Paper Size
- Columns per Page
  Required
- Rows per Page
  Required
- Print Profile
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- Specify File Name
- Owner Password
- User Password
- Permission
  Required
Action
Write
- File
  Required
- File Name
- Select barcode types
  Required
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- Specify File Name
- Replace Text
  Required
- Image File
  Required
- Image Height
- Image Width
- Pages
  Required
Action
Write
- File
  Required
- File Name
- Image Resize Type
Action
Write
- File
  Required
- Specify File Name
- Rotate Direction
  Required
Action
Write
- File
  Required
- Specify File Name
- Rotate Direction
  Required
- Page Number
  Required
Action
Write
- File
  Required
- Specify File Name
- Barcode Text
- Barcode Filter
  Required
- Barcode Type
  Required
- Split Barcode Page
  Required
- PDF Render Dpi
  Required
- Combine Pages with Same Barcodes
- Return as Zip
Action
Write
- File
  Required
- Specify File Name
- Split Barcode Page
  Required
- PDF Render Dpi
  Required
- Combine Pages with Same Barcodes
- Return as Zip
Action
Write
- File
  Required
- Specify File Name
- Text
  Required
- Font Name
- Font Size
  Required
- Font Color
- Bold
- Underline
- Italics
- Rotate
- Pages
  Required
- Horizontal Alignment
  Required
- Vertical Alignment
  Required
- Horizontal Margin
- Vertical Margin
- Transparency
- Set to Background
- Set Transverse
- Fit Text To Page
Action
Write
- File
  Required
- File Name
Action
Write
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
- 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

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Customers have created over 25 million Zaps on the platform

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Connect PDF4me and Salesforce 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.

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Make work flow with AI

Level up your PDF4me to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About PDF4me

PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.

Learn moreLearn moreHelpHelp

Related categories

Documents

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