Bring quiet image opportunities back into view
Check relevant opportunities on a schedule and create a task when the available deal and image context supports a useful next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
An opportunity tied to creative work can go quiet without a clear reminder to revisit it.
- Make quiet opportunities easier to notice.
- Create a concrete next step when evidence supports one.
- Keep missing context visible instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Claid ai and Salesforce once in Notis.
- 2Create an automation and describe what opportunity signals warrant a follow-up task.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one known opportunity and its related image work.
Questions about this workflow
Can it determine that an opportunity is stale?
Only if the connected records expose dates or history that support the rule you specify. If not, supply the baseline or use a simpler explicit condition.
Will it create a task for every opportunity?
No. The prompt should define which opportunities need attention and instruct Notis to avoid duplicates.
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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