Turn new Salesforce leads into resume summaries
Start a lead review with the candidate details already pulled from their resume.
Trigger
New Lead Trigger
Triggers when a new lead is created.
Action
Extract Resume Information
Why this helps
New leads can sit in the queue while someone searches for and reads the supporting resume.
- Reduce manual resume reading before candidate review.
- Bring structured experience, education, and skills into the workflow.
- Make it easier to spot a lead that needs prompt attention.
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 extract candidate information from the resume associated with each new lead and summarize it for review.
- 4Pick the New Lead trigger, then choose where run reports should go.
- 5Test with one real lead that has a resume available.
Questions about this workflow
What starts this automation?
A new Contact trigger from Salesforce starts it when a new Contact is created.
What can Eagle Doc extract?
The resume action can extract candidate information such as work experience, education, skills, certifications, and contact details from supported resume files.
Does Salesforce automatically include a resume file?
The trigger description does not guarantee that a resume is included. Make the resume available to the automation and test with a real example.
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
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Contact Updated
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New Contact Trigger
Triggers when a new contact is created.
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New Lead Trigger
Triggers when a new lead is created.
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New or Updated Opportunity
Triggers when an opportunity is created or updated.
Get Current Month Usage
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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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