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Check image workflow capacity as new leads arrive

Keep account usage in view when new leads lead to campaign and image work.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

Get Account

Tool to retrieve account settings and usage information. use when you need to check your alttext.ai account configuration and usage limits before generating alt text.

Why this helps

Usage checks often happen only after a new campaign task has already started.

  • Prompt a usage review during lead intake.
  • See account settings before planning image work.
  • Keep account capacity visible in the follow-up report.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Alttext.ai once in the Notis portal.
  • 2Create an automation and give it a clear name.
  • 3Tell Notis to retrieve Alttext.ai account settings and usage and summarize the returned information for follow-up planning.
  • 4Choose New Lead Trigger and select where run reports should go.
  • 5Test with one real new lead.

Questions about this workflow

Does a new lead consume Alttext.ai usage?

Not by itself. This workflow checks account information as a planning prompt; it does not generate or update image text.

Can it decide whether a lead requires image work?

Only if you provide criteria in the instruction and the lead payload includes relevant details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Alttext ai. A trigger fires from one place; an action lands in another.

Salesforce triggers

Alttext ai actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Account

Tool to retrieve account settings and usage information. use when you need to check your alttext.ai account configuration and usage limits before generating alt text.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Account

Tool to retrieve account settings and usage information. use when you need to check your alttext.ai account configuration and usage limits before generating alt text.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Get Images

Tool to retrieve a paginated list of images in your library, including their alt text and metadata. use when you need to browse or filter images programmatically after authentication.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Search Images

Tool to search for images and their alt text. use after specifying search keywords to retrieve matching images.

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

Update Account

Tool to update account settings (e.g., webhook url, name). use after confirming current account details to modify settings.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Salesforce and Alttext ai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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