Keep deal risks visible in Salesforce
When a new slide calls out a deal risk, save its concise context to the matching 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
Risks noted during reviews can be buried in a deck instead of visible with the deal record.
- Keep stated risks close to the opportunity.
- Preserve the reason and context behind a risk.
- Reduce repeated review of the full deck to recover deal concerns.
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 concise Salesforce note for explicit deal risks in new slides, attaching it to the opportunity identified by name or ID in the slide or instruction.
- 4Pick the New Slide Added trigger and choose where run reports should go.
- 5Test with one real slide that identifies the opportunity and states a risk.
Questions about this workflow
Does this workflow assess risk from unrelated slide details?
The instruction should limit capture to risks clearly stated in the slide. It records a note and does not change opportunity status or fields.
What if several opportunities are mentioned?
Specify which opportunity the note belongs to in your instruction, or have Notis skip the slide when the target is ambiguous.
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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