Save completed document details to Salesforce
When a template is filled in, make its customer context easy to find in the CRM.
Trigger
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Completed templates often contain important information that never gets recorded against the customer.
- Capture information when a document is filled in.
- Reduce manual CRM updates after completing a template.
- Keep a concise summary with the relevant Salesforce record.
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3In one instruction, ask Notis to summarize the completed Doc and create a Salesforce note on the matching record, flagging any uncertain match.
- 4Pick Document Placeholder Filled as the trigger and choose where run reports should go.
- 5Test with one real document that has the configured placeholder and confirm the resulting note.
Questions about this workflow
What makes this trigger fire?
It fires when the configured placeholder pattern that was present in the monitored Doc is no longer found.
Can Notis infer the matching account or contact?
It can use identifying details present in the document. If those details are missing or ambiguous, instruct it to report the uncertainty for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Salesforce. A trigger fires from one place; an action lands in another.
Google Docs triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Google Docs and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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