Turn important Salesforce record changes into documents
When a monitored record changes, have Notis prepare the document that helps your team act on it.
Trigger
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.
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
A meaningful record update can require a document, but remembering to create it adds another interruption.
- Connect document creation to monitored Salesforce record changes.
- Use returned record values in a template-based document.
- Reduce missed document follow-through after updates.
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 document outcome in one instruction.
- 3Pick Record Updated (Generic SObject) as the trigger and choose where run reports should go.
- 4Test with one real record of the SObject you monitor.
Questions about this workflow
Which Salesforce records can trigger this?
The generic event supports any Salesforce SObject. It uses SystemModstamp to detect changes and requires the SObject type and returned field values to be specified for the trigger.
Can it detect changes to any field?
It detects record changes using SystemModstamp. The trigger description says you specify which field values should be returned in the payload.
What if the document needs other values?
Include needed context in the instruction or ensure those values are available in the Salesforce payload and Docugenerate template.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.