Turn won Salesforce opportunities into Docnify signature requests
Close the deal and keep the paperwork moving. Tell Notis which Docnify document and signer to use when an opportunity is won.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
After a deal closes, someone still has to find the right agreement, prepare it, and remember to send it for signature.
- Reduce the gap between closing a deal and requesting signatures.
- Avoid manually checking Salesforce for newly won opportunities.
- Keep the document and signer instructions in one automation prompt.
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 which Docnify document to send and how to identify its signer from the opportunity data.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports go.
- 5Test with one real won opportunity and confirm the intended document and recipient before relying on it.
Questions about this workflow
Does this create a new Docnify document from the opportunity?
This workflow uses the Send Document action. Specify the document to send and the recipient details in your instruction. The trigger payload may not contain everything required.
Can I send only when the opportunity is marked Closed Won?
Describe that condition in your instruction. Notis can analyze returned data, but the Salesforce event may include both creations and updates.
What if the opportunity does not include a signer email?
Provide a source for the signer email in your instruction or have Notis flag the run for review when the data is missing.
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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