Integrating PDF4me with Salesforce by AI Agents and Assistants

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.

Updates a existing record.