Integrate PDF4me with Salesforce

Appy Pie Connect allows you to automate multiple workflows between PDF4me and Salesforce

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About PDF4me

PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best PDF4me and Salesforce Integrations

  • PDF4me Integration PDF4me Integration

    Salesforce + PDF4me

    Rotate in PDF4me when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    PDF4me Integration New Lead
     
    Then do this...
    PDF4me Integration Rotate
  • PDF4me Integration PDF4me Integration

    Salesforce + PDF4me

    ConvertToPdf in PDF4me when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    PDF4me Integration New Lead
     
    Then do this...
    PDF4me Integration ConvertToPdf
  • PDF4me Integration PDF4me Integration

    Salesforce + PDF4me

    Protect in PDF4me when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    PDF4me Integration New Lead
     
    Then do this...
    PDF4me Integration Protect
  • PDF4me Integration PDF4me Integration

    Salesforce + PDF4me

    Stamp in PDF4me when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    PDF4me Integration New Lead
     
    Then do this...
    PDF4me Integration Stamp
  • PDF4me Integration PDF4me Integration

    Salesforce + PDF4me

    PdfA in PDF4me when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    PDF4me Integration New Lead
     
    Then do this...
    PDF4me Integration PdfA
  • PDF4me Integration {{item.actionAppName}} Integration

    PDF4me + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect PDF4me + Salesforce in easier way

It's easy to connect PDF4me + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • ConvertOcrPdf

    OCR used for recognizing text in scanned documents.

  • ConvertPdfToExcel

    Convert Pdf to excel file

  • ConvertPdfToWord

    Convert PDF file to Ms Word document.

  • ConvertToPdf

    Convert any office documents, images to PDF.

  • Extract

    Extract lets you extract pages from a Pdf document.

  • Optimize

    Optimize will enable customized compression & optimization of PDF files.

  • PdfA

    Converts a Pdf to PDF/A compliant Pdf

  • Protect

    Protect sets password or removes password from a document.

  • Rotate

    Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.

  • Split

    Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.

  • SplitByBarcode

    SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.

  • Stamp

    Creates textual or image stamps on PDF documents

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How PDF4me & Salesforce Integrations Work

  1. Step 1: Choose PDF4me as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from PDF4me to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of PDF4me and Salesforce

PDF4me

PDF4me is a cloud-based software application for creating and managing PDF documents. It provides users with the ability to create PDF files, convert existing documents to PDF format, and preview those documents online or download them as PDF files.

Salesforce

Salesforce is a customer relationship management (CRM. platform that gives users access to cloud-based software applications to build and manage their relationships with customers. It offers companies a variety of deployment options. on-premises, hosted, or as Software as a Service (SaaS.

Integration of PDF4me and Salesforce

PDF4me and Salesforce can be integrated through API, giving users the ability to create more streamlined workflows. With the integration, users of either application can add PDF attachments to Salesforce records, convert Salesforce leads into PDF documents, and convert existing Salesforce cases into PDF documents.

Benefits of Integration of PDF4me and Salesforce

The integration of PDF4me and Salesforce allows users to do the fplowing tasks:

Create custom PDF templates for Salesforce forms using the native Salesforce data definitions in PDF4me.

Attach any document file type to Salesforce records, including Word, Excel, PowerPoint, graphics, etc.

Quickly search Salesforce records from within PDF4me.

Easily share any Salesforce record with anyone by attaching it as a PDF file.

Convert leads and Salesforce cases into PDF files that can be stored and shared as needed.

In conclusion, PDF4me and Salesforce have been successfully integrated through API, making it possible for users to directly search records in PDF4me from within Salesforce, convert leads into PDF files, convert Salesforce cases into PDF files, and create custom salesforce forms using the native Salesforce data definitions in PDF4me.

The process to integrate PDF4me and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.