Keep monthly image audit summaries in Salesforce
A recurring audit can produce a concise record of image coverage and accessibility findings right where your team tracks the related work.
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
Audit results lose value when they are difficult to locate alongside the customer or project record.
- Retains a dated audit summary
- Keeps results connected to the supplied Salesforce record
- Makes month-to-month review easier
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 audit the specified images with Alttext ai and save a concise dated summary as a note on the supplied Salesforce record.
- 4Choose a monthly schedule and where run reports should go.
- 5Test with one real audit scope and record ID.
Questions about this workflow
Does this create an audit history automatically?
It creates a Salesforce note each time it runs, which can serve as a dated history on the supplied record.
Can it compare results with last month?
Only if the previous baseline or note is available to Notis in the run context. Otherwise, ask for a standalone summary.
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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