Turn document commitments into Salesforce tasks
Catch a named commitment in a Doc and give it a follow-up path in Salesforce.
Trigger
Keyword Detected in Document
Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A commitment can be written down without becoming a task anyone remembers to complete.
- Create follow-up tasks when a chosen phrase appears.
- Keep the commitment and source context together.
- Reduce the chance that a written promise is forgotten.
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 turn the detected commitment into a task on the matching Salesforce record and flag missing details.
- 4Pick Keyword Detected in Document as the trigger and choose where run reports should go.
- 5Test with one real Doc containing the configured phrase and check the Salesforce task.
Questions about this workflow
Will the keyword trigger repeat every time it appears?
This trigger fires once when the specified phrase is detected, then it will not fire again until reset.
Can the task contain a due date?
Notis can use a due date stated in the document. If no date is provided, instruct it to leave the date unspecified or flag it 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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