Turn recap requests into Salesforce follow-ups
Capture a promised recap or customer follow-up as a Salesforce task while the slide is still in view.
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
After a review, someone has to remember who promised to send the recap and where to track it.
- Track stated recap requests as Salesforce tasks.
- Keep the task linked to its named customer record.
- Avoid relying on memory 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 when a new slide explicitly requests a customer recap or follow-up, using stated owner, due date, and record details when available.
- 4Pick the New Slide Added trigger and choose where run reports should go.
- 5Test with one slide that states a recap request and identifies its Salesforce record.
Questions about this workflow
Will a task be created for every slide?
No. The instruction should limit task creation to slides with an explicit recap or follow-up request.
What details should the slide include?
Include the Salesforce record name or ID. Add an owner and due date if you want the task assigned and scheduled.
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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