Connect PDF.co and Salesforce integrations
Connect PDF.co and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like PDF.co and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Adds password and security to a PDF document.
Adds text and images to a PDF document.
Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
Optimize PDF document to reduce its size.
Creates PDF from a one or more JPEG, PNG or TIFF images.
Convert PDF pages to structured CSV, XML, JSON, Plain Text, convert PDF to JPG, PDF to PNG, PDF to TIFF.
Convert HTML code to PDF, HTML template to PDF or URL to PDF.
Convert documents, spreadsheets, presentations, emails, single images to PDF.
Adds form fields to a PDF document.
Analyzing text of input document using AI and returns its class (invoice, order, industry etc). Can also use custom rules. Useful for quickly finding where this source document came from.
Fills a PDF form.
Generates high quality printable and scannable barcodes as images or PDF. Supports QR Code, Code 39, Code 128, Datamatrix, PDF417, UPC, EAN and many others!
Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.
Checks the status of a PDF.co job by id. Use `Async For Large Docs` mode with PDF processing modules to create an async job first.
Performs an arbitrary authorized API call to pdfco.
Merges multiple PDF files into one PDF. Also supports doc, docx, rtf, txt, xls, xlsx, csv, jpg, png and zip as input in Advanced mode.
Use PDF.co Document Parser, built-in and custom extraction templates to automatically read invoices, reports, orders, statements and other documents with fields and tables.
Read barcodes from images, tiff, pdf documents, scanned documents. All popular types of barcodes are supported from Code 39, Code 128 to QR Code, Datamatrix and PDF417. Supports noisy and damaged barcodes, scans, pdf, documents.
Removes the password and security from a PDF document.
Remove found Text inside PDF
Search and replace found Text inside PDF
Search text inside PDF and replace with Image
Search text inside PDF. Supports scanned PDF as well.
Sends an email with attachments.
Uploads a file into temporary storage for use with PDF.co.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Performs an arbitrary authorized API call, with a personalized base URL.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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Build your PDF.co and Salesforce integrations.
Create custom PDF.co and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
Adds password and security to a PDF document.
Adds text and images to a PDF document.
Completes or aborts a job.
Optimize PDF document to reduce its size.
Convert HTML code to PDF, HTML template to PDF or URL to PDF.
Creates PDF from a one or more JPEG, PNG or TIFF images.
Convert PDF pages to structured CSV, XML, JSON, Plain Text, convert PDF to JPG, PDF to PNG, PDF to TIFF.
Convert PDF to JPG or PNG for every selected pdf page or page ranges.
Popular PDF.co and Salesforce workflows.
Looking to get more out of PDF.co and Salesforce? With Make you can visually integrate PDF.co and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Capture Facebook leads and add them to Google Sheets and Salesforce
Capture new leads from Facebook Lead Ads and automatically add them to Google Sheets and Salesforce for streamlined data management and follow-up.
TRY IT ->Send Salesforce records via email using Google Email
Automatically email Salesforce records using Google Email. Extract data from Salesforce, send via HTTP, and deliver directly to your inbox.
TRY IT ->Watch new emails and generate a PDF from the content using HTML to PDF conversion
Watch new emails, convert its content to a PDF using HTML, and create a print job with PrintNode.
TRY IT ->Get Business Data for Salesforce leads with DataForSEO
Automatically enrich your Salesforce leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1aziLp2qnouZ6b9s8KlTmTJ-R86zNemjmOyCHH47lSJc/edit?usp=sharing).
TRY IT ->Get Traffic Stats for Salesforce leads with DataForSEO
Boost your Salesforce lead management with DataForSEO Search Traffic Stats. Get accurate search traffic data to prioritize efforts and improve sales outcomes. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/19LziHpWt2hkO5vBXZH0ed2BDdZ1Kb8wYzF7OxQKOoZ8/edit?usp=sharing).
TRY IT ->Automate Data Extraction with PDF.co
Easily extract structured data from a wide range of document types, including PDFs, scanned documents, invoices, orders, and reports. About PDF.co: PDF.co specializes in PDF processing solutions. This template was created by PDF.co and has not been tested by Make. For support, contact [email protected].
TRY IT ->Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->List and update Salesforce records automatically
Automatically list and update Salesforce records with this template. Streamline your Salesforce data management by listing records and updating them effortlessly.
TRY IT ->
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