Bring the prospect's website into opportunity review
Add a fresh visual reference to the moment an opportunity changes, using a website URL available in the record context.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Capture Website Screenshot (POST)
Tool to capture a screenshot of a website via http post. use when you need to post form data parameters.
Why this helps
Preparing for an opportunity review often means switching between Salesforce and a prospect's website to find context.
- Captures a visual reference after opportunity changes
- Cuts down on manual site lookup before review
- Surfaces missing website information in the report
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Apiflash once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to capture the available prospect website URL in the opportunity context after an opportunity is created or updated, and report if none is available.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity whose context includes a prospect website URL.
Questions about this workflow
Does every opportunity include a prospect website?
No. The event description does not guarantee a website URL, so ask Notis to report when one is unavailable.
Will it capture the opportunity record itself?
No. Apiflash captures a website screenshot. Salesforce opportunity data is used to identify an available website URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Apiflash. A trigger fires from one place; an action lands in another.
Salesforce triggers
Apiflash actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Capture Screenshots
Tool to capture screenshots for multiple urls in a single request. use when you have a list of pages to snapshot in batch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Website Screenshot (POST)
Tool to capture a screenshot of a website via http post. use when you need to post form data parameters.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Quota Information
Tool to retrieve current api quota usage and limits. use after authentication to monitor usage and reset times.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Screenshot Metadata
Tool to retrieve metadata for a previously captured screenshot. use when you need details like file size and dimensions after capture.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Apiflash, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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