Keep opportunity documents from slipping through the cracks
A changed opportunity can mean a document needs attention. Have Notis check Documint's document list and report possible matches for review.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Sales updates and document follow-up often live in separate places, making it easy to miss a proposal or contract that needs attention.
- Review Documint documents when an opportunity changes.
- Get a run report that highlights likely related documents.
- Reduce manual context switching between sales and document tools.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Documint once in the Notis portal.
- 2Create an automation with a name and prompt describing the document review.
- 3Pick Salesforce New or Updated Opportunity as the trigger.
- 4Choose where run reports should go, then test with one real opportunity.
Questions about this workflow
Does this workflow create or send a proposal?
No. The available Documint action lists documents. Notis can review that list against the opportunity details and report possible matches.
Can it identify a matching document with certainty?
It can compare available document details with the opportunity data. If Documint's list does not include enough identifying information, the report should say that a match needs manual review.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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
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