Know which document templates could support a new lead
New leads often need a timely next step. Have Notis review the Documint template list and surface likely options for your follow-up.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Choosing a document template can add another search and decision to an already busy lead intake process.
- Review available templates as leads arrive.
- Use lead details and your instructions to identify possible template fits.
- Receive a report without leaving your usual workflow.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Documint once in the Notis portal.
- 2Create an automation with a prompt describing how to review templates for a lead.
- 3Pick Salesforce New Lead Trigger as the trigger.
- 4Choose where run reports should go, then test with one real lead.
Questions about this workflow
Will this generate a document for the lead?
No. The available Documint action lists templates. The workflow reports possible options for your review.
What if templates do not include descriptions?
Notis can only use the template details returned by Documint and the guidance you provide. It should report when there is not enough information to recommend a fit.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Documint. A trigger fires from one place; an action lands in another.
Salesforce triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
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 Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Documint, 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 Documint.