Capture completed work in a generated document
Create a useful record of completed Salesforce work without adding a separate writing task.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Important task outcomes can be hard to find later when notes remain buried in Salesforce activity history.
- Create a document when a Task is created or completed.
- Make activity records easier to share or review.
- Avoid retyping task context into a separate document.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Docugenerate once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel; name it and describe the service record or summary in one instruction.
- 3Pick Task Created or Completed as the trigger and choose where run reports should go.
- 4Test with one real Salesforce Task.
Questions about this workflow
When does the Task event run?
It runs when a Task is created or when its status changes to Completed. The event also supports optional filtering by status or subject.
What kind of document can it create?
Use a Docugenerate template for a service record, activity summary, or another document that fits the Task information available.
Does the event include task history?
The event description supports task creation and completion. If you need additional history or context that is not returned, supply it separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Docugenerate. A trigger fires from one place; an action lands in another.
Salesforce triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
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.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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