Make rendered asset reviews visible in Salesforce
Give every asset that needs a second look a named next step and a deadline.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Review requests get lost when an asset is ready but the approval step lives in another conversation.
- Track review work alongside related Salesforce records.
- Keep the asset reference and review deadline with the task.
- Make approval follow-through easier to see.
Setup
Build it in a few focused steps.
- 1Connect Bannerbear and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to create a Salesforce task only for requests marked for review, including the supplied asset reference, reviewer context, and due date.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real review request as a test and review the Salesforce task.
Questions about this workflow
How does Notis know an asset needs review?
Include an explicit review status or instruction in the webhook request.
Can the task be linked to a Salesforce record?
Include an identifier for the relevant Salesforce record so Notis can associate the task when supported by the request and action.
What if there is no due date?
Provide a due date in the request or define a clear fallback in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bannerbear to Salesforce. A trigger fires from one place; an action lands in another.
Bannerbear 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.
Bannerbear and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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