Start image research with the right lead context
Give asset searches a useful CRM starting point when a request names a prospect or lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Searching for visuals without knowing the prospect context can create extra research and backtracking.
- Find matching leads from a supplied name or identifier.
- Bring relevant CRM context into image research.
- Reduce switching between Salesforce and the image library.
Setup
Build it in a few focused steps.
- 1Connect All images ai and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to find the matching lead using details in the request and summarize relevant returned context for image research.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request that includes a lead identifier or enough matching details.
Questions about this workflow
Does this workflow search the All images ai library?
This package action looks up Salesforce leads. The result can inform a separate asset search in All images ai.
What if several leads match?
Have Notis report the possible matches and request a clearer identifier rather than assuming which lead is intended.
Can the lead data include purchase or brand preferences?
Only if those details exist in fields returned by Salesforce or are supplied with the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link All images ai to Salesforce. A trigger fires from one place; an action lands in another.
All images ai 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.
All images ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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