Turn Salesforce opportunity changes into signature requests
Keep contract handoffs moving from opportunity update to signature request with a plain language instruction to Notis.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Preparing and sending a contract after an opportunity changes creates another handoff where details can be missed.
- Reduce manual contract handoffs after opportunity changes.
- Use the opportunity context to guide which document and signers Notis should use.
- Receive a run report showing what happened.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, describe which contract to send, how to identify signers from the opportunity, and what to do when details are missing.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity and review the run report.
Questions about this workflow
Does this send a contract for every opportunity change?
The trigger runs when an opportunity is created or updated. Describe in the instruction which changes should lead to a send and what details Notis should verify first.
Where does the contract file come from?
Name the approved document or source in the instruction. If Notis cannot identify the document or a signer confidently, tell it to report the missing detail rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Boldsign. A trigger fires from one place; an action lands in another.
Salesforce triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Salesforce and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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