Docs

Automate tasks across Salesforce with PDF Blocks

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

Talk to our team

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 Blocks.

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

Every action you need

Your company can interact with Salesforce and PDF Blocks using our 34 actions.
Can’t find what you need? Let us know.

Create RecordCreateCreate record in Salesforce.
Find Order by OrderNumberGet the ID for a single Order object by its Order Number
Find Product Offer by Product CodeRun a find product offer by product code action in Salesforce.
Query Order Items (test)Run a query order items (test) action in Salesforce.
Query (SOQL)ReadUse raw SOQL syntax to Query your Salesforce Org.
Update Order ItemsUpdate order items in Salesforce.
Create CustomerCreateCreate customer in Salesforce.
Create Order ItemCreateCreate order item in Salesforce.
Create OrderCreateCreate order in Salesforce.
Get Fulfillment OrdersReadRun a get fulfillment orders 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.
Create ProductCreateCreate product in Salesforce.
Update ProductCreateUpdate product in Salesforce.
Get Contact by EmailReadRun a get contact by email action in Salesforce.

Frequently Asked Questions

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

Apps are the systems your business runs on, like Salesforce and PDF Blocks. 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.