HTML to PDF API + Salesforce Integration

Why connect them

The HTML to PDF API in Salesforce.

Salesforce is the world's leading enterprise CRM. Connecting APIs to Salesforce enables sophisticated data enrichment, automated validation workflows, and real-time data synchronization. Maintain pristine data quality at enterprise scale.

What you can build

Workflows worth wiring.

Validate and standardize addresses for all new leads entering your pipeline

Enrich account records with firmographic data from external business APIs

Automatically verify phone numbers and update their validity status

Score leads based on email domain reputation and deliverability metrics

Templates

Ready-made ideas.

Opportunity stage changed Build quote HTML → convert to PDF

Generate PDF quotes from opportunities

When an opportunity moves to the quoting stage, render a quote as HTML and convert to PDF. Attach the downloadURL to the record.

Opportunity closed won Build contract HTML → convert to PDF

Create PDF contracts on deal close

Automatically generate a contract PDF from opportunity data. Store the downloadURL in a custom field for easy retrieval.

Setup

Connect it in a few steps.

Set up with Zapier

1
Set the trigger. Create a Zap with Salesforce as the trigger app and "New record" as the event. Connect your account.
2
Add the API action. Add APIVerve as the action, select the HTML to PDF API, and map your trigger data to the request.
3
Send it back. Add a second Salesforce action for "Create record" and map the returned fields (like marginLeft) into it.
4
Test & turn on. Test the Zap with real data to confirm the mapping, then turn it on.

Set up with Make

1
Add the trigger. Create a scenario and add a Salesforce module set to "New record". Authenticate your account.
2
Call the API. Add an HTTP module pointing at api.apiverve.com/v1/htmltopdf with your x-api-key header. Pass the trigger's data as the input.
3
Parse & map. Add a JSON module to read the response, then a Salesforce module for "Create record". Map fields like data.marginLeft into place.
4
Activate. Run once to confirm the mapping, then switch the scenario on and set its schedule.

Set up with n8n

1
Add the trigger node. Start a workflow with a Salesforce trigger node for "New record" and connect your credentials.
2
Add an HTTP Request node. Point it at api.apiverve.com/v1/htmltopdf using Header Auth (x-api-key). Feed in the trigger data.
3
Map with expressions. Add a Salesforce node for "Create record" and reference the response with expressions such as {{ $json.data.marginLeft }}.
4
Execute & activate. Execute manually to verify, then activate the workflow for production.

The payload

What Salesforce receives.

marginLeft"0.4in"

marginRight"0.4in"

marginTop"0.4in"

marginBottom"0.4in"

landscapefalse

pdfName"c064eacc-c29f-43a1-8375-a4b2562ea9d8.pdf"

HTML to PDF API + Salesforce