Keep multilingual call transcripts with the right Salesforce account
Send the translated transcript and account context to Notis. It can write a concise note your team can find when the next conversation starts.
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
Call details get lost when a multilingual transcript sits apart from the account history.
- Preserve key decisions and customer context in the account record
- Reduce manual transcript review
- Make follow-up details easier to find
Setup
Build it in a few focused steps.
- 1Connect CAMB.AI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize each submitted transcript into a Salesforce note on the specified account, preserving decisions, commitments, and uncertainties.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real transcript and its Salesforce account ID.
Questions about this workflow
What should the webhook request include?
Include the transcript, language context, and a valid Salesforce account ID. Add any details Notis needs to identify the right record.
Will the note contain a full transcript?
The instruction can request a concise summary or the full transcript. Summaries are easier to scan; retain the source transcript if exact wording matters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CAMB.AI to Salesforce. A trigger fires from one place; an action lands in another.
CAMB.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.
CAMB.AI and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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