Capture document signals in Salesforce notes
When an important phrase appears in a document, preserve its context in a Salesforce note for the right record.
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 note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
A key contract or deal signal can sit in a document without reaching the Salesforce record where the team looks for it.
- Bring important document signals into Salesforce
- Preserve context where deal activity is tracked
- Reduce manual copying between documents and CRM
Setup
Build it in a few focused steps.
- 1Connect Google Super and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the document signal you want to capture.
- 3Tell Notis to create a Salesforce note with the matched phrase and relevant document context, and to report when the Salesforce record cannot be identified.
- 4Pick the Keyword Detected in Document trigger, specify the document and phrase as part of setting up that trigger, and choose where run reports should go.
- 5Test with one real document containing the phrase.
Questions about this workflow
Will this trigger keep watching after it finds the phrase?
The trigger fires once when the phrase is detected. It will not fire again until reset.
How does the note get attached to the right Salesforce record?
The instruction should tell Notis how to identify the record from the available document context. If that context is insufficient, Notis should report the missing identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Salesforce. A trigger fires from one place; an action lands in another.
Google Super 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
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.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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 Super and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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