Give every new lead a practical intake sheet
Turn incoming lead details into a spreadsheet you can review when it suits you.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Why this helps
New leads arrive while you are focused elsewhere, and the first review can get delayed or scattered across tabs.
- Collect new lead details in a reviewable file.
- Make lead triage easier to batch.
- Reduce time spent reopening new records.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create an XLSX intake sheet using the available details for each new lead.
- 4Pick New Lead Trigger and choose where run reports go.
- 5Test with one real new lead example.
Questions about this workflow
Can the sheet include lead fields I choose?
The prompt can request details available in the trigger data. Do not assume fields that Salesforce does not return.
Why use asynchronous document creation?
This action creates the document asynchronously, which is useful when you want completion status or a callback notification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to DocRaptor. A trigger fires from one place; an action lands in another.
Salesforce triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
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.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Salesforce and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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