Spot opportunities that may need visual support
Get a short scheduled view of open opportunities that could benefit from relevant images or creative assets.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
It is hard to remember which active opportunities still need visual material when pipeline reviews compete for attention.
- Surface a manageable list for visual asset planning.
- Review pipeline context without manually opening every opportunity.
- Use the report to decide which image searches or generations to request next.
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 list open opportunities and report the records that meet your stated criteria for needing visual support.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run and refine the criteria using fields Salesforce returns.
Questions about this workflow
Does Salesforce know whether an opportunity needs an image?
Not by default. The workflow can use a field or criteria your organization supplies; without that, it can only report available opportunity data for review.
Does this generate images automatically?
No. This scheduled workflow reviews Salesforce opportunities. You can use its report to decide what to request from All images ai.
Can I choose how often it runs?
Yes. Select a recurring schedule when creating the automation.
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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