Keep Salesforce records together with their visual context
When an image request supports a sales conversation, save the useful context where the team already works.
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
Visual concepts and asset decisions get separated from the Salesforce opportunity or account they support.
- Keep visual rationale beside the related Salesforce record.
- Reduce manual context switching between image tools and CRM.
- Preserve a short, readable summary for later follow-up.
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 summarize the image request and result, then create a note on the supplied Salesforce record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real image request and a valid Salesforce record ID.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. All images ai has no source trigger event in this workflow package.
Which Salesforce record receives the note?
Provide its existing Salesforce record ID in the webhook request or instruction context.
Does this create or generate an image?
The workflow records context from the image request and result. Image generation or asset search must happen through All images ai separately.
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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