Keep opportunity paperwork moving with a prepared proposal
As an opportunity changes, Notis can prepare a proposal document from your chosen Documenso template using available Salesforce details.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Switching between a deal record and a document template adds busywork when you are trying to keep an opportunity moving.
- Prepare proposal documents from opportunity updates
- Reduce copying between sales records and templates
- Keep document preparation connected to deal activity
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 proposal template and explain which available opportunity details to use.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real Opportunity and review the document.
Questions about this workflow
Will a document be created on every opportunity update?
The trigger runs for created or updated opportunities. Describe in your instruction when document preparation is appropriate, and review the test result.
Does this send the proposal to the customer?
No. This workflow creates a document from a template; it does not distribute it for signing.
Can Notis use fields that are not on the Opportunity?
Notis can only use information returned with the event or otherwise available to it. Supply any extra details in your instruction or leave them for review.
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
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