Know what your lead document template expects
When a new lead arrives, get a report of the structure in the Docmosis template your team uses for lead materials.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Get Docmosis Template Structure
Tool to retrieve a template's parsed structure: fields, repeats, conditions, images, and refs. Use after uploading a template to inspect its JSON structure.
Why this helps
Template requirements can be easy to forget, especially when preparing a document means stopping to inspect fields and conditional sections manually.
- See the selected template's parsed structure alongside new lead activity.
- Review fields and conditional sections before preparing lead materials.
- Reduce manual context switching between Salesforce and Docmosis.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Docmosis once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to inspect the named Docmosis template structure when a new lead is created and summarize its fields and sections.
- 4Pick the Salesforce New Lead Trigger and choose where run reports should go.
- 5Test with one real lead and confirm the report describes the intended template.
Questions about this workflow
Does the structure report fill in the lead's data?
No. The action returns the template's parsed structure. It does not populate or render a document.
Can I use more than one template?
You can name the templates to inspect in the instruction, subject to the action's supported inputs.
What does the structure include?
The action can return parsed fields, repeats, conditions, images, and references.
When this happens · Trigger
Do this · Action
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
Connect any two apps with Notis in the middle.
Salesforce and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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