Turn image review requests into Salesforce tasks
Capture the original request, check the supplied images, and create one task with enough context for the next person to act.
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
Image review requests arrive through different channels and can lose their context before anyone follows up.
- Combines request context and review findings
- Creates a trackable Salesforce next step
- Reduces manual copying between channels
Setup
Build it in a few focused steps.
- 1Connect Alttext ai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to assess the supplied images with Alttext ai and create a Salesforce task that summarizes the request, findings, and next step on the supplied record.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request, image set, and Salesforce record ID.
Questions about this workflow
Can it preserve who asked for the review?
Include the requester and request details in the webhook payload, then ask Notis to include them in the task.
What if the request has no related Salesforce record?
Provide an appropriate record ID or adjust the instruction to create an unassociated task if that fits your Salesforce process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alttext ai to Salesforce. A trigger fires from one place; an action lands in another.
Alttext 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.
Alttext ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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