Gather document results when a contact is added
A new contact can be a useful moment to gather document context. Notis can retrieve results from a specified Docparser parser and provide a digest in your chosen channel.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Get Multiple Document Results
Tool to retrieve parsed data from multiple documents processed by a specific parser. Use when you need to fetch results for multiple documents at once. Returns up to 100 results by default, with a maximum of 10000.
Why this helps
New contacts can require document context that is stored in a separate parsing tool, creating extra searches during follow-up.
- Collect parsed data when a new Salesforce contact arrives.
- Review a concise summary from retrieved Docparser results.
- Keep early contact follow-up informed by available documents.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Docparser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis in one instruction to retrieve and summarize results from a specified Docparser parser when a Salesforce contact is created.
- 4Pick New Contact Trigger and choose where run reports go.
- 5Test with one real contact event and review the result digest.
Questions about this workflow
Does this retrieve results for the new contact only?
The available action retrieves parsed data from multiple documents processed by a specific parser. It does not specify filtering by Salesforce contact.
What do I need to provide?
Identify the Docparser parser whose results should be retrieved. The action requires a specific parser.
Can the workflow create a document from the contact record?
No. The available Docparser actions retrieve data, list parsers or layouts, and check the API connection.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Docparser. A trigger fires from one place; an action lands in another.
Salesforce triggers
Docparser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Multiple Document Results
Tool to retrieve parsed data from multiple documents processed by a specific parser. Use when you need to fetch results for multiple documents at once. Returns up to 100 results by default, with a maximum of 10000.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Parser Models
Tool to retrieve all model layouts for a specific parser. Use when you need to list different layout configurations within a parser that help handle document variations.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Parsers
Tool to retrieve all Document Parsers linked to your account. Use when you need to view available parsers or obtain parser IDs for subsequent operations.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Ping API
Tool to test API authentication and connection health check for Docparser API. Use when you need to verify that API credentials are valid and the connection is working.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Docparser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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