Turn visual review requests into Salesforce follow-ups
Make the next review step visible in Salesforce when a visual request needs a decision or response.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Review requests can disappear into chat while the founder is focused on other work.
- Capture a clear next step as a Salesforce task.
- Keep review work visible alongside customer activity.
- Reduce the chance that an approval request gets forgotten.
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 create a Salesforce task from the review request, using the provided due date and related record when available.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real review request and confirm the task appears in Salesforce.
Questions about this workflow
Does the workflow decide who should review the image?
It can use an owner or reviewer supplied in the request. Do not assume it can infer a Salesforce owner when that information is missing.
What if there is no due date?
The instruction should create the task without inventing a due date, or use a date supplied in the request.
Can the task be tied to a Salesforce record?
Yes, if the request includes a valid related record ID.
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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