Review document workflows when account details change
Pair account changes with a quick view of the document automations in your workspace.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
Why this helps
Relevant document workflows can be hard to recall when account details change and processes are spread across tools.
- Make document processes easier to review
- Reduce context switching during account updates
- Keep a clearer view of existing automations
Setup
Build it in a few focused steps.
- 1Connect Salesforce and DocsAutomator once in the Notis portal.
- 2Create a Notis automation with a name and a prompt describing the review you want.
- 3Choose Salesforce Account Created or Updated and select where run reports should go.
- 4Ask Notis to list DocsAutomator automations and summarize them for review in one instruction.
- 5Test with one real account update and review the run report.
Questions about this workflow
Does this change any DocsAutomator automation?
No. It lists automations and can ask Notis to summarize the returned details. It does not update them.
Can the list show which automation belongs to the account?
Only if the relationship is available in returned data or you supply that context in the instruction. The listed action returns basic automation details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Docsautomator. A trigger fires from one place; an action lands in another.
Salesforce triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
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.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Salesforce and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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