Keep quarterly accessibility status in Salesforce
Capture a concise image accessibility status on a related Salesforce record each quarter, making the review easy to find later.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Periodic review outcomes become difficult to compare when they are not saved in a shared record.
- Preserves each quarterly review result
- Creates a central reference on the Salesforce record
- Supports easier follow-up across review periods
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 review the specified images with Alttext ai and save the date, coverage status, and key findings as a note on the supplied Salesforce record.
- 4Choose a quarterly schedule and where run reports should go.
- 5Test with one real image scope and record ID.
Questions about this workflow
Can it show changes since the prior quarter?
Only when prior results or a baseline are available to Notis. Otherwise, the note reports the current review.
What if one Salesforce record does not represent the whole image source?
Choose a suitable record for the summary or include a record ID that represents the owner of the reviewed image set.
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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