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Notis

Keep model pricing context with the decision record

Review pricing on a regular schedule and retain relevant context beside the Salesforce record it informs.

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

Pricing details change, while the Salesforce records behind provider decisions may keep outdated context.

  • Capture pricing context as part of a recurring review.
  • Attach relevant findings to an existing Salesforce record.
  • Make the scope and date of pricing context easier to revisit.

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 pricing context updates.
  • 3Tell Notis: Review available Artificial Analysis pricing for the providers or models in scope and create a concise Salesforce note on the identified record with the relevant pricing context and review date.
  • 4Choose a recurring schedule as the trigger.
  • 5Choose where run reports go, then test with one real example.

Questions about this workflow

Will this update pricing fields in Salesforce?

No. This workflow creates a note. It does not change Salesforce pricing fields.

How does it know which record to use?

Identify the relevant Salesforce record in the automation instruction or the context available to Notis.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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