Connect an asset search to its opportunity context
Give visual asset discovery a clear sales context by looking up the opportunity named in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Asset searches take longer when the relevant sales opportunity and customer context are not close at hand.
- Look up opportunity information from an incoming request.
- Keep creative research focused on the relevant deal.
- Reduce manual searching across CRM and image tools.
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 referenced opportunity and summarize available details that help guide an asset search.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request containing an opportunity ID or unambiguous identifying details.
Questions about this workflow
Will this select or generate an image?
No. It gathers Salesforce opportunity context that can guide an image search or generation request.
What if the request only contains a vague opportunity name?
Ask Notis to report candidate matches for clarification rather than choosing without enough information.
What opportunity fields will be available?
The list opportunities action returns Salesforce data. The useful context depends on fields available to your organization and the query.
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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