Turn completed Salesforce follow-up tasks into Docnify reminders
When a follow-up task is complete, keep the next signing nudge from slipping. Tell Notis which Docnify document to resend and when it is appropriate.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Resend Document
Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
Why this helps
A rep can complete a follow-up task but still need to find the right signing request and manually send another notification.
- Tie a completed sales follow-up to the next signing reminder.
- Reduce the chance of forgetting a ready-to-resend document.
- Keep resend decisions grounded in the task and your stated criteria.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis how to identify the Docnify document and which completed tasks should prompt a resend.
- 4Pick Task Created or Completed as the trigger and choose where run reports go.
- 5Test with one real completed task and verify the document ID and resend decision.
Questions about this workflow
Will every completed task cause a resend?
State the relevant task subject or context in your instruction. The event supports optional filtering, but users do not build filters in the Notis setup flow.
Can this resend without identifying the Docnify document?
No. The action requires a confirmed document ID. Provide a way to identify it or have Notis report the run for manual review.
Does this workflow check whether the recipient has already signed?
The listed resend action does not itself describe a signing status check. Include the needed status information in the available context or verify the document before resending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Docnify. A trigger fires from one place; an action lands in another.
Salesforce triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
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.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Salesforce and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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