Start each new lead with a ready-to-review signature packet
A new lead can arrive with paperwork to prepare. Have Notis create a Documenso document from your chosen template and use the lead details available in Salesforce.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Preparing the same agreement by hand for each new lead creates extra steps and makes follow-up easier to miss.
- Reduce repeated document preparation
- Use available lead details to prepare a document
- Keep the next paperwork step close to lead creation
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, name the Documenso template and explain how to use available lead details and recipient information.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real lead and review the created document.
Questions about this workflow
Does this send the document for signing?
This workflow creates a document from a template. It does not distribute the document for signing.
What if the lead is missing information?
Tell Notis how to handle missing details in your instruction, such as leaving them blank or asking you to review the document.
Can I choose which template to use?
Yes. Name the Documenso template in your instruction and make sure it is available in your connected account.
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.