Keep account brief slides with the Salesforce account
Add an account brief slide and let Notis attach its key context to the right Salesforce account.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Account context gets stranded in decks, forcing you to search slides before every customer conversation.
- Keep account context beside the Salesforce record.
- Reduce searching across decks before customer conversations.
- Capture a concise summary without copying slide text by hand.
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Salesforce once in Notis.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to summarize new account brief slides and create a note on the matching Salesforce account, using an account name or ID available in the slide or instructions.
- 4Pick the New Slide Added trigger and choose where run reports should go.
- 5Test with one real slide that identifies its Salesforce account.
Questions about this workflow
How does Notis know which account to attach the note to?
The slide or your instruction needs to identify the Salesforce account by a name or ID. If it does not, Notis cannot reliably choose a record.
Does this copy the whole slide into Salesforce?
The instruction can ask Notis to create a concise summary note based on the new slide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Salesforce. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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