cloudlayer.io + Salesforce

Generate invoice PDFs in cloudlayer.io from new Salesforce records

Looking to streamline your invoicing workflows? This Zap can help. Set it up to automatically generate an invoice PDF in cloudlayer.io from each new Salesforce record.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Create Invoice PDF
Create an Invoice PDF document from an invoice template.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- HTMLRequired
- Timeout
Action
Write
- Template IdRequired
- Enable Auto Calculation
- Biller Company NameRequired
- Logo URLRequired
- Biller Street AddressRequired
- Biller CityRequired
- Biller State/Province/RegionRequired
- Biller Zip Postal CodeRequired
- Biller CountryRequired
- Biller Phone Number
- Biller Email
- Bill To Name / CompanyRequired
- Bill To AddressRequired
- Bill To CityRequired
- Bill To State/Province/RegionRequired
- Bill To Zip Postal CodeRequired
- Bill To CountryRequired
- Product/Service TitleRequired
- Due Date
- Invoice DateRequired
- Invoice Number
- Reference Number
- Currency CodeRequired
- Default LocaleRequired
- Tax LabelRequired
- Tax PercentageRequired
- Subtotal (Leave blank if using auto-calculate)
- Total Tax (Leave blank if using auto-calculate)
- Amount (Leave blank if using auto-calculate)
- Notes
- Terms
- TitleRequired
- Description
- QuantityRequired
- PriceRequired
- Amount (Leave blank if using auto-calculate)
- Timeout
Action
Write
- URLRequired
- Timeout
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- HTMLRequired
- Timeout
Action
Write
- Prebuilt TemplateIdRequired
- Data fieldsRequired
- Timeout
Action
Write
- URLRequired
- Timeout
Action
Write

About cloudlayer.io

cloudlayer.io is a service that lets you generate dynamic PDF documents or Images from a URL or HTML templates.

Related categories

Images & Design

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

cloudlayer.io + Salesforce

Generate invoice PDFs in cloudlayer.io from new Salesforce records

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

HTML to Image

Create Invoice PDF

URL to Image

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

HTML to PDF

Template to PDF

URL to PDF

About cloudlayer.io

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces