Document generation Using the Salesforce Outbound Message

This option will allow you to create a workflow rule, and specify a condition for when the outbound message will be activated. Once the condition is met a Salesforce SOAP message will be sent to FormTitan and the PDF documents that are set up there will be generated.

Following is a detailed example of how to generate documents via Outbound message:
A- Steps In FormTitan:
     1- Create a new form
     2- Set up the Salesforce Get integration to populate the fields
     3- Create the PDF mapping
     4- Set up the Push integration to send the generated PDF to Salesforce as an attachment.
B- Steps in Salesforce
C- Test the form



A- Steps In FormTitan:
Set up the form and the Salesforce integration
In this example we will create a form that populates contact information based on a contact ID from Salesforce. It will also generate a PDF and push it as an attachment under the relevant contact in SF. We will also create a workflow rule that will send an Outbound message to FormTitan when a certain condition is met.

1- Create a new form
- Drag a textbox and change its label to “Contact last”.




- Drag another textbox and change its label to “Contact first”
- Drag a third textbox and change its label to ‘Assistant’.
-Drag a Hidden field and change its name to Contact_id




- give your form a name: outbound form1

- save it.

2- Set up the Salesforce Get integration to populate the fields


- Authenticate with Salesforce


- Choose “Contact” object


- Set a condition:
Contact_id equals Contat ID


- Map the fields:
Contact last → Last Name
Contact first → First Name
Assistant → Assistant Name


3- Create the PDF mapping
- You can create any type of PDF (Manual PDF, Auto PDF or both).


- Press on “page” and upload your scanned pdf document


- Open the ‘Element’ dropdown and add your fields on top of the PDF.


- Click on ‘Settings’ option in the toolbar.


- Go to the  ‘Salesforce workflow outbound message’ category
- Press on the ‘Configure’ button


- Open the ‘Salesforce object settings’ category and select the Object your Salesforce workflow is working with: Contact


- Press on the ‘Set mapping’ button and map the fields you are receiving from Salesforce to your form fields: Contact_id


- Open the ‘Endpoint URL’  category and copy the URL
- and last but not least - Turn on the ‘Enable’ toggle.


4- Set up the Push integration to send the generated PDF to Salesforce as an attachment.
- Authenticate with Salesforce (already authenticated)


- Choose “Attachment” object
- In the ‘Action’ category leave the “Create’ option selected.


- Map the fields:
Parent ID → Contact_id
File name → PDF mapping
Body → PDF mapping


B- Steps in Salesforce
- Press on “Setup” link in the upper menu


- Type workflow’ in the Quick find box and press on the ‘Workflow rules’ link.


- Press on the “New rule” button to create a rule


- Choose the object to which the rule applies (Contact) to and press on the ‘Next’ button.


- Give your rule a name (and a description if needed): outbound1


- Choose the ‘Evaluation criteria’ - to determine when the rule will be active. Choose the third option.


- Create your rule to set the condition trigger. For this example: if Lead source equals Web.


- Press on ‘save & next’
- Configure the ‘Workflow action’ that will happen if the condition is met.
- Open the ‘Add workflow action’ dropdown and choose ‘New outbound message’.


- Now you will need to configure the outbound message:
- Give it a name: outbound rule
- and a unique name,
- Paste the ‘Endpoint URL’ you copied from FormTitan PDF settings
- Choose the object fields you want to send from Salesforce to FormTitan: ID



- Press on ‘save’.
- The workflow actions are executed automatically so if you want the outbound message to be sent later on you can set a time trigger.
- Press on ‘Done’ button to finish the process
- All that is left now is to Activate the rule.


C- Test the form
In salesforce: create a test contact:
Jerry Johns, assistant name: Rick and choose ‘Web’ in the lead source field.


Refresh this contact and you will find a new PDF document added to the contact’s attachments


Watch the video