Keep sales presentation visuals easy to find in Salesforce
Describe the audience and message once. Abyssale generates a visual, and Salesforce records where the team plans to use it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Sales visuals are hard to reuse when the rationale and intended audience live only in chat.
- Preserve the intended audience and message alongside the asset link.
- Make visual handoffs easier to review later.
- Cut down on searching chat history for creative context.
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for sales presentation visuals.
- 3Tell Notis in one instruction to generate a visual from the supplied audience and message brief, then save the link and usage context in a Salesforce note.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real sales presentation brief and check the note.
Questions about this workflow
Does the workflow create a presentation file?
The workflow asks Abyssale to generate a visual. The Salesforce action records the asset link and context in a note.
What should the webhook request include?
Include the audience, message, intended use, and any creative requirements that should guide the generated visual.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Salesforce. A trigger fires from one place; an action lands in another.
Abyssale triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Abyssale and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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