Create Salesforce contacts after document review
Make contact creation the next step after someone has checked the details in a Doc.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Contact information may be ready in a document, but still needs a separate manual CRM entry.
- Start contact creation when a review is complete.
- Use contact details supplied with the request.
- Keep uncertain or incomplete records out of Salesforce until reviewed.
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 create a contact from the verified document details supplied with the request and flag missing required information.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real reviewed example and confirm the contact in Salesforce.
Questions about this workflow
What starts this workflow?
A webhook trigger starts when an HTTP request is received. The request should supply the verified contact details and context Notis needs.
Can the contact be linked to an account?
Ask Notis to use an account reference supplied or clearly identified in the request. If that reference is uncertain, have it report the issue 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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