Gather opportunity documents in one scheduled batch
Have a batch of opportunity documents ready together, so you can review them in one focused session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Preparing many similar documents one at a time creates repetitive work and makes review harder to schedule.
- Package multiple generated documents into one ZIP archive.
- Set a predictable time to prepare a batch for review.
- Reduce repetitive one-by-one document generation.
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 which opportunity documents to batch in one instruction.
- 3Pick a recurring schedule as the trigger and choose where run reports should go.
- 4Test with one real example and confirm the ZIP contains the expected documents.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it. Choose the schedule that suits your process.
Can it package several documents?
Yes. The selected action generates multiple documents into a ZIP archive. Tell Notis which opportunity data to use and what template output you expect.
Does Salesforce provide a list of opportunities to batch?
The listed Salesforce events are record triggers, not a scheduled query. Describe the available input or supply the records to process; do not assume the schedule retrieves a Salesforce opportunity list by itself.
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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