Keep deal proof close to the opportunity
Make the relevant demo, case study, or visual proof easy to find when a deal needs it.
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
Deal teams lose time locating the visual proof shared during a sales conversation.
- Keep supporting collateral with the deal record.
- Preserve why the asset was shared.
- Make handoffs between founders and sales teammates easier.
Setup
Build it in a few focused steps.
- 1Connect Cloudinary and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create an opportunity note from each request's asset URL, deal context, and supplied opportunity ID.
- 4Pick the webhook trigger and choose a report destination.
- 5Test with a real Cloudinary asset and an existing opportunity ID.
Questions about this workflow
Can Notis decide which opportunity matches an asset?
Only if you provide enough context and a reliable opportunity identifier. Include the Salesforce opportunity ID in the request for a direct match.
What should the note contain?
Ask Notis to include the asset URL, a short description, and the deal context supplied with the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudinary to Salesforce. A trigger fires from one place; an action lands in another.
Cloudinary 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.
Cloudinary and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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