Review Apipie AI models alongside Salesforce opportunities
Keep current model options close to an opportunity update, with a concise Apipie AI catalog summary ready for your team.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
List AI Models
Tool to fetch a list of available ai models. use when you need up-to-date model listings and want to filter by. model type, subtype, provider, or retrieve specialized lists like voices or restrictions.
Why this helps
Model research can become another open tab to revisit before an opportunity conversation.
- Refresh model options when an opportunity changes.
- Reduce context switching during opportunity review.
- Get a run report that makes model research easy to follow up on.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Apipie AI once in the Notis portal.
- 2Create an automation with a name and prompt in Automations, New Automation, or tell Notis from any channel.
- 3Describe the outcome in one instruction: retrieve the current Apipie AI model list when an opportunity changes and summarize the available options for review.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity example and review the summary.
Questions about this workflow
Does the lookup recommend a model for the opportunity?
The trigger provides opportunity context and the action retrieves available models. Ask Notis to summarize options, and provide evaluation criteria in your instruction if you want comparisons.
Will it update the opportunity?
No. The listed action retrieves model information; it does not update Salesforce records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Apipie ai. A trigger fires from one place; an action lands in another.
Salesforce triggers
Apipie ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Vectors
Tool to delete an entire vector collection or specific vectors. use when you need to remove vector data after identifying your target collection or vectors.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Fetch model restrictions
Tool to retrieve a list of country restrictions for models. use when you need to verify allowed deployment countries before final model selection.
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 query history
Tool to retrieve historic api usage logs including latency, token counts, costs, and source ip. use after authenticating to analyze past queries for cost management, performance monitoring, or auditing.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List AI Models
Tool to fetch a list of available ai models. use when you need up-to-date model listings and want to filter by. model type, subtype, provider, or retrieve specialized lists like voices or restrictions.
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 Apipie ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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