Prepare Docnify documents for new Salesforce leads
Keep lead paperwork moving without a separate lookup. Tell Notis which Docnify document to use and how to identify the new lead as its recipient.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.
Why this helps
New lead details can sit in Salesforce while someone separately looks up a document and adds the prospect by hand.
- Prepare a named document for the next signing step as soon as a lead arrives.
- Cut down on retyping recipient details between Salesforce and Docnify.
- Use a consistent prompt for the document and recipient selection.
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.
- 3In one instruction, identify the Docnify document and describe how to add the new lead as its recipient.
- 4Pick New Lead Trigger and choose where run reports go.
- 5Test with one real lead and verify the document and recipient details.
Questions about this workflow
Does adding a recipient send the document?
No. This workflow uses Add Document Recipient to prepare the recipient on a document. Sending requires a separate action.
How does Notis know which Docnify document to use?
Name or describe how to identify the document in your instruction. If the document ID is not available from connected data, supply it in the instruction.
What if a new lead has no email address?
Tell Notis to report the missing detail for follow-up. The Salesforce trigger only provides data available in its payload.
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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