Turn Salesforce lead intake into document workflow setup
Start preparing the paperwork workflow as soon as a new lead arrives.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.
Why this helps
New leads can sit waiting while someone remembers which document process needs to be set up.
- Reduce manual handoffs after lead intake
- Start document workflow setup sooner
- Keep lead-related work moving from one system
Setup
Build it in a few focused steps.
- 1Connect Salesforce and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis with a clear name and prompt.
- 3Describe the document automation you want created for each new lead in one instruction.
- 4Choose Salesforce New Lead Trigger and select where run reports should go.
- 5Test with one real lead and review the run report.
Questions about this workflow
Does this create a document for the lead?
No. This workflow creates a DocsAutomator automation. The listed DocsAutomator action does not generate documents.
Can I specify details for the new automation?
Yes. Describe the desired automation in your instruction. The action supports specified data source details and an optional Google Doc template.
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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