Check creative template options as opportunities move
When an opportunity changes, Notis can retrieve Bannerbear's available templates and summarize the options that fit the context you provide.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
List Templates
This action retrieves a list of all templates available in your bannerbear project. it returns an array of template objects including properties like uid, name, dimensions, creation and update timestamps, template type, preview url, and modifications. the tool is used for listing templates, retrieving template uids for subsequent actions such as image or video creation, and managing project templates.
Why this helps
Finding the right creative template during a sales follow-up can interrupt the work of moving the opportunity forward.
- Brings the available Bannerbear templates into an opportunity-related review.
- Helps surface candidate templates without switching between tools.
- Reports template details for a follow-up decision.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bannerbear once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to retrieve available Bannerbear templates when an opportunity changes and summarize candidates using the opportunity context returned.
- 4Pick the New or Updated Opportunity trigger, choose where run reports go, and test with one real opportunity update.
Questions about this workflow
Will this workflow create an image from a template?
No. The available action for this workflow lists templates and their details. It does not render or modify an image.
Can Notis match a template to the opportunity?
Notis can summarize template information against context available in Salesforce, such as opportunity details. Any requirements or brand preferences not present in the returned data should be included in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bannerbear. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bannerbear actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Info
This tool allows you to check your bannerbear account status, including quota levels and current usage. the endpoint returns information about your account status, paid plan, api usage, and quota.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Available Fonts
This tool retrieves a list of all available fonts in bannerbear. the fonts are categorized into serif, sans serif, novelty, international, and custom, and can be used to verify font availability prior to creating or modifying images.
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 Signed Bases
This tool retrieves a list of signed bases for a specific template. signed bases are used to generate on-demand images using encrypted url parameters. the endpoint returns a list of base urls that can be used with the signed url feature.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Template Set Details
This tool retrieves detailed information about a specific template set using its unique identifier (uid). template sets are sets of templates that you group together in the bannerbear dashboard. it provides comprehensive details about the template set including its name, available modifications, and the list of templates inside the set.
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.
Join PDFs
This tool allows users to merge multiple pdf files into a single pdf document by accepting an array of pdf urls, sending a post request to the bannerbear api, and returning the unique identifier, status, and url of the merged pdf.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List Images
Lists all images inside a bannerbear project. this endpoint allows you to retrieve a paginated list of all images that have been created in your project.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Templates
This action retrieves a list of all templates available in your bannerbear project. it returns an array of template objects including properties like uid, name, dimensions, creation and update timestamps, template type, preview url, and modifications. the tool is used for listing templates, retrieving template uids for subsequent actions such as image or video creation, and managing project templates.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List Videos
This action retrieves a list of all videos created in your bannerbear account. it returns an array of video objects including properties like uid, status, timestamps, video and preview urls, as well as template and modification details. the tool is used for listing videos, monitoring video status, and managing project videos.
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Salesforce and Bannerbear, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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