Keep proposal templates ready as opportunities move
See whether your Docmosis proposal template is available and error-free when a Salesforce opportunity changes.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get Docmosis Template Details
Tool to retrieve metadata for an uploaded template. Returns name, size, MD5 hash, last modified date, and error status. Use after uploading a template to verify it was stored correctly or to check if it has errors.
Why this helps
Proposal work can stall when a template is missing or has an error, and the issue may surface only after someone is ready to prepare a document.
- Get a timely template status check tied to opportunity activity.
- Catch template errors before document preparation begins.
- Keep the next step visible without manually checking 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, with a name and prompt.
- 3Tell Notis to check the Docmosis proposal template details when an opportunity changes and report its status and any errors.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity and confirm the report identifies the intended template.
Questions about this workflow
Does this workflow generate a proposal?
No. The available Docmosis action checks template details. It does not render or generate a document.
What if our proposal template uses a different name?
Mention the exact template name in the instruction so Notis can check the intended template.
Will it run for every opportunity change?
It uses the Salesforce New or Updated Opportunity trigger, so it can run when an opportunity is created or updated.
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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