Make a completed follow-up task count for signing
When you finish a Salesforce follow-up task, Notis can resend the related Documenso document for signing so the next step does not get lost.
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
Resend Document For Signing V1
Tool to re-send a document for signing via POST /api/v1/documents/{id}/resend.
Why this helps
A follow-up task can be marked complete while the pending signature still needs a nudge.
- Connect a completed follow-up task to a signing reminder
- Reduce repetitive manual resends
- Keep pending agreements visible in your follow-up routine
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Documenso once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, explain how to identify the intended Documenso document and confirm it has pending recipients before resending.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real completed follow-up Task and confirm the intended document is resent.
Questions about this workflow
Will every completed task resend a document?
The trigger can run for task creation or completion. State in your instruction that a resend is only appropriate for a completed follow-up task.
What if the document has no pending recipients?
The resend action is for documents with pending signing. Tell Notis to skip and report when no pending recipients are found.
How should I identify the right Documenso document?
Explain the matching details in your instruction. Test with a task that points unambiguously to the intended document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Documenso. A trigger fires from one place; an action lands in another.
Salesforce triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Template
Tool to delete a template by ID.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Salesforce and Documenso, 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 Documenso.