Get a document brief after a sales task is done
Finish the task and let Notis help turn its supporting document into a useful summary.
Trigger
Task Created or Completed
Triggers when a task is created or its status changes to Completed.
Action
Process Any Document with OCR
Extract and classify data from a document using OCR.
Why this helps
Important details in sales documents are easy to miss when task completion is followed by more context switching.
- Put document review next to a clear follow-up moment.
- Extract structured information from supported document types.
- Help keep next steps from getting lost after task completion.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Eagle Doc once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to process the document attached or otherwise made available for a completed task and summarize its useful details.
- 4Pick the Task Created or Completed trigger, then choose where run reports should go.
- 5Test with one real completed task and an available supporting document.
Questions about this workflow
What starts this automation?
The Salesforce Task Created or Completed event includes task creation and a status change to Completed. You can optionally filter by task Status or Subject.
What does the OCR action handle?
It processes various document types with OCR and automatic classification, including bank statements, resumes, passports, and delivery sheets.
Will the task event always contain a document?
The event description does not promise a document attachment or its contents. Make the document available to the workflow and verify the behavior with a real task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Eagle doc. A trigger fires from one place; an action lands in another.
Salesforce triggers
Eagle doc actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Process Any Document with OCR
Extract and classify data from a document using OCR.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Submit Batch Any Document OCR Task
Submit documents for batch OCR processing in the background.
Account Created or Updated
Triggers when an account is created or updated.
Delete Batch Processing Task
Remove a submitted batch processing task from the queue.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Eagle Doc Invoice OCR from Base64
Extract invoice data from an image using OCR.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Get Management Quota
View contractual quotas and current usage across workloads.
New Contact Trigger
Triggers when a new contact is created.
Receipt OCR V3
Extract structured data from receipt images or PDFs.
New Lead Trigger
Triggers when a new lead is created.
Get Receipt Quota V2 (Deprecated)
View quota and usage for the deprecated receipt processing service.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Get Current Month Usage
View usage, quota, and costs for the current month.
Connect any two apps with Notis in the middle.
Salesforce and Eagle doc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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