Connect Salesforce to Docmosis

When something happens in Salesforce, Notis takes the next step in Docmosis. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Salesforce to Docmosis

View example

Check Proposal Template Readiness for New Opportunities

When an opportunity is created or updated, check the Docmosis proposal template details and report its status so document preparation starts with a known-good template.

View example

Review Lead Document Template Structure

When Salesforce creates a lead, inspect a selected Docmosis template structure and report its fields, repeats, conditions, images, and references for a quick document readiness review.

View example

Get a Scheduled Docmosis Template Inventory

On a recurring schedule, list available Docmosis templates and send a concise inventory report so your team can find the right starting point without searching manually.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Docmosis. A trigger fires from one place; an action lands in another.

Salesforce triggers

Docmosis actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Docmosis: Delete Image(s)

Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Docmosis: Delete Template(s)

Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Docmosis Environment Ready

Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Docmosis Environment Summary

Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

Docmosis: Get API Key

Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Get Batch Upload Status

Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Download Docmosis Images

Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get Docmosis Render Queue

Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.