Keep document automation settings aligned with opportunity changes
When an opportunity shifts, prompt Notis to update the related document automation settings.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Update Automation
Tool to update an existing automation's settings in DocsAutomator. Only the fields included in the request are updated. Use when you need to modify automation properties like title, template link, locale settings, or activation status.
Why this helps
Opportunity changes can leave document automation settings out of date if updates depend on someone remembering a separate task.
- Reduce missed settings updates
- Keep opportunity-driven processes easier to maintain
- Avoid repeated manual checks across apps
Setup
Build it in a few focused steps.
- 1Connect Salesforce and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis with a name and prompt describing the settings to update.
- 3Choose Salesforce New or Updated Opportunity and select where run reports should go.
- 4Tell Notis which existing DocsAutomator automation to update and what outcome you want in one instruction.
- 5Test with one real opportunity change and review the run report.
Questions about this workflow
Will this update the Salesforce opportunity?
No. The target action updates an existing DocsAutomator automation. Salesforce supplies the trigger event.
Can I ask Notis to update only selected settings?
Yes. Describe the intended change in the instruction. DocsAutomator updates only the fields included in the request.
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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