Keep image details beside the customer record
Send the Claid handoff to Notis and preserve the relevant image context as a note on its Salesforce record.
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
Asset details and customer history end up in separate places, making it harder to pick up the conversation.
- Keep asset context with the related customer record.
- Make handoffs easier to understand later.
- Avoid rewriting enhancement details by hand.
Setup
Build it in a few focused steps.
- 1Connect Claid ai and Salesforce once in Notis.
- 2Create an automation and describe what image context to save as a Salesforce note.
- 3Choose the Notis webhook trigger for the image handoff.
- 4Choose a channel for Notis run reports.
- 5Test using one handoff and a known Salesforce record.
Questions about this workflow
What information should the webhook carry?
Provide the image handoff details and a reliable Salesforce record reference. Notis cannot infer missing identifiers.
Does this modify the image?
No. The action creates a Salesforce note with the context supplied or retrieved for the handoff.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Claid ai to Salesforce. A trigger fires from one place; an action lands in another.
Claid 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.
Claid ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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