Give significant pricing changes a follow-up owner
A recurring pricing review can create a Salesforce task when a finding calls for human review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Model pricing information is easy to overlook, and cost follow-up can lack a clear owner.
- Review available pricing on a schedule.
- Create follow-up tasks when a human decision is needed.
- Keep routine pricing information from generating unnecessary work.
Setup
Build it in a few focused steps.
- 1Connect Artificial Analysis and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for model cost review follow-up.
- 3Tell Notis: Review available Artificial Analysis model and API provider pricing for the defined scope and create a Salesforce task only for findings that meet these cost review criteria: [provide criteria]. Include the relevant pricing details and state any missing comparison baseline.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Can this calculate savings?
Only when the necessary usage, price, and comparison baseline information is available or supplied. Pricing alone does not establish savings.
Can I limit the tasks it creates?
Yes. State the cost conditions that deserve follow-up and have Notis skip routine findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Artificial Analysis to Salesforce. A trigger fires from one place; an action lands in another.
Artificial Analysis 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.
Artificial Analysis and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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