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Automate tasks across Salesforce with PDF-app

We work with you to understand your business processes, and automate all work between Salesforce and PDF-app.

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Salesforce and PDF-app.

Send a PDF-app notification when Salesforce receives a high-priority item.
Create a PDF-app follow-up from new qualified activity in Salesforce.
Copy new customer details from Salesforce into PDF-app.
Update the matching PDF-app item when a Salesforce status changes.
Start a review in PDF-app when Salesforce flags an exception.
Summarize new Salesforce activity and save it in PDF-app.

Every action you need

Your company can interact with Salesforce and PDF-app using our 53 actions.
Can’t find what you need? Let us know.

Create CustomerCreateCreate customer in Salesforce.
Get Contact by EmailReadRun a get contact by email action in Salesforce.
Get ContactsReadRun a get contacts action in Salesforce.
List Credit MemosReadRun a list credit memos action in Salesforce.
List Billing Credit NotesReadRun a list billing credit notes action in Salesforce.
Create AccountCreateCreate account in Salesforce.
Get Fulfillment OrdersReadRun a get fulfillment orders action in Salesforce.
List Billing InvoicesReadRun a list billing invoices action in Salesforce.
List InvoicesReadRun a list invoices action in Salesforce.
Get Order Delivery GroupReadRun a get order delivery group action in Salesforce.
Get Order Delivery MethodReadRun a get order delivery method action in Salesforce.
List PricebookReadRun a list pricebook action in Salesforce.
List Pricebook EntryReadRun a list pricebook entry action in Salesforce.
Create ProductCreateCreate product in Salesforce.
Find Product Offer by Product CodeReadRun a find product offer by product code action in Salesforce.

Frequently Asked Questions

Common questions about working with MindCloud on your Salesforce and PDF-app integration.

Apps are the systems your business runs on, like Salesforce and PDF-app. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.