Get new lead calls into transcription without another follow-up task
When a new lead arrives with a call recording link, ask Notis to send that media URL to Castingwords for transcription.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Order Transcript
Tool to create a new transcription order for audio/video at a url. use when you have an accessible media url and need to initiate transcription.
Why this helps
Lead call recordings can sit untouched while you switch between Salesforce and your transcription queue.
- Start transcription from the lead event you already track.
- Keep intake calls moving without copying recording links by hand.
- Use a prompt to tell Notis how to identify eligible recording URLs.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Castingwords once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to order a Castingwords transcript when a new lead includes an accessible call recording URL.
- 4Pick the New Lead trigger and choose where run reports should go.
- 5Test with one real lead that has an accessible recording URL.
Questions about this workflow
Does this workflow create a transcript from every new lead?
Describe in your instruction which leads qualify. Notis can use information returned with the new lead, including a recording URL if one is present.
What does the recording link need to support?
Castingwords needs an accessible media URL. The workflow cannot create a link when Salesforce does not provide one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Castingwords. A trigger fires from one place; an action lands in another.
Salesforce triggers
Castingwords actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel and Refund Audio File
Tool to cancel an ordered audio file and issue a refund if applicable. use when no transcription work has been done on the file (pre-processing, audio processing, error states).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Prepay Balance
Tool to retrieve the current prepay balance for the account. use when you need to check available funds before placing new transcription orders.
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 registered webhook URL
Tool to retrieve the currently registered webhook url for account notifications. use when you need to verify your webhook setup.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Order Transcript
Tool to create a new transcription order for audio/video at a url. use when you have an accessible media url and need to initiate transcription.
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.
Order Upgrades
Tool to order an upgrade for a specific audio file. use after transcription is complete to add items like timestamps or extra editing. example: 'order timestamps for file 12345'.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Register Webhook
Tool to register a webhook url to receive transcript completion notifications. use when you want castingwords to post transcript-complete events to your service endpoint.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Available SKUs
Tool to retrieve list of available skus. use when you need to know available services and pricing before placing an order.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Test Webhook Call
Tool to request a test webhook call for a specific event type. use after registering a webhook url to ensure webhook notifications are functioning properly.
Connect any two apps with Notis in the middle.
Salesforce and Castingwords, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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