Keep the useful parts of every call on the Salesforce record
Make call context easier to find later. Notis can distill an AssemblyAI transcript into a short Salesforce note attached to the record you identify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important customer context gets buried in long transcripts or scattered across personal notes.
- Keep customer context beside the relevant Salesforce record.
- Make long conversations quicker to review.
- Preserve decisions, objections, and open questions in a readable note.
Setup
Build it in a few focused steps.
- 1Connect AssemblyAI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose a name and prompt.
- 3Tell Notis to summarize the submitted transcript into a concise note and attach it to the Salesforce record ID included with the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real transcript and a valid Salesforce record ID.
Questions about this workflow
What record does the note attach to?
Include the ID of the existing Salesforce record in the webhook request and instruct Notis to attach the note there.
Can the summary include only selected details?
Yes. State which details matter, such as decisions, objections, customer needs, or unresolved questions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AssemblyAI to Salesforce. A trigger fires from one place; an action lands in another.
AssemblyAI 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.
AssemblyAI and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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