Keep opportunity proposals in step with Salesforce
When an opportunity changes, create a fresh proposal document with the context your team needs.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Proposal details can fall out of date when an opportunity changes and the document lives somewhere else.
- Promptly produce a proposal after an opportunity changes.
- Keep proposal creation tied to the Salesforce record update.
- Reduce manual document refresh work.
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 proposal outcome in one instruction.
- 3Pick New or Updated Opportunity as the trigger and choose where run reports should go.
- 4Test with one real opportunity and review the generated document.
Questions about this workflow
Does this run for new and existing opportunities?
Yes. The Salesforce event triggers when an Opportunity is created or updated.
Can it include opportunity details in the proposal?
Tell Notis what the proposal should include. Notis can use returned Salesforce data and the Docugenerate template; provide any required information that is not available in the record.
Will the original proposal be edited?
The selected action generates a document from a template. It does not update an existing document.
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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