Connect Salesforce and Docnify to power automations.

Trigger from one app, act on another, with a thinking brain in the middle. Build it in plain English. Approve from your phone.

When this happens · Trigger

Do this · Action

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Supported Triggers and Actions

Notis builds workflows that link Salesforce to Docnify. A trigger fires from one place; an action lands in another.

Salesforce triggers

Docnify actions

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Add Document Recipient

Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

ActionInstant

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.

TriggerPolling

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Delete Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Delete document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

ActionInstant

Task Created or Completed

Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.

TriggerPolling

Get Template

Tool to fetch a specific template by its ID. Use to view a template's details and metadata.

ActionInstant

List Documents

Tool to list documents in the Docnify account.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.