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.
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
Salesforce + PDF4meConvertToPdf in PDF4me when New Lead is created in Salesforce Read More...
It's easy to connect PDF4me + Salesforce without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
OCR used for recognizing text in scanned documents.
Convert Pdf to excel file
Convert PDF file to Ms Word document.
Convert any office documents, images to PDF.
Extract lets you extract pages from a Pdf document.
Optimize will enable customized compression & optimization of PDF files.
Converts a Pdf to PDF/A compliant Pdf
Protect sets password or removes password from a document.
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
Creates textual or image stamps on PDF documents
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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 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.
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.
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.