Turn slide next steps into Salesforce tasks
When a new slide names a follow-up, let Notis create a Salesforce task with the context people need to act.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Follow-ups written in decks are easy to miss once everyone leaves the review.
- Capture explicit follow-ups where the team tracks work.
- Keep task context connected to the named Salesforce record.
- Reduce manual re-entry after a deck review.
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 create a Salesforce task only for explicit next steps, using the due date, owner, and related record when they are stated in the slide or your instruction.
- 4Pick the New Slide Added trigger and choose where run reports should go.
- 5Test with one real slide containing a clear follow-up and record reference.
Questions about this workflow
What if a slide has a next step but no due date?
The instruction can tell Notis to create the task without a due date or skip it. Choose the behavior that fits your process.
Can it assign a task to someone who is not identified?
The slide or instruction must provide enough information to identify the owner if you want the task assigned to a specific person.
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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