Keep opportunity updates beside the deal
Add a deal update slide and have Notis save its key changes to the identified Salesforce opportunity.
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
Important deal changes sit in presentation revisions while Salesforce keeps an outdated view of the opportunity.
- Make deal review context easier to find in Salesforce.
- Preserve key changes from a new slide.
- Spend less time reconciling a deck and the opportunity record.
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 deal update slides into notes on the identified Salesforce opportunity, using the opportunity name or ID provided 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 opportunity.
Questions about this workflow
Can Notis attach a note if the slide only says 'Q4 deal'?
Only if that description is enough to identify the opportunity unambiguously. Include the opportunity name or ID in the slide or instruction to avoid ambiguity.
Will this change opportunity fields or stage?
No. This workflow creates a note. It does not update opportunity fields.
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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