Request transcript add-ons from opportunity updates
If an opportunity update identifies a completed Castingwords file and the upgrade it needs, Notis can place that upgrade order.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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'.
Why this helps
A request for timestamps or extra editing can get lost between a deal update and the transcription queue.
- Turn an opportunity update into a specific upgrade request.
- Keep upgrade decisions near the deal context that prompted them.
- Use the instruction to describe when a file is ready and which add-on to order.
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 the requested Castingwords upgrade only when the opportunity identifies a completed file and a supported add-on.
- 4Pick the New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity update that identifies a completed Castingwords file and requested upgrade.
Questions about this workflow
What information does Notis need to place an upgrade order?
The Salesforce information available to Notis must identify the Castingwords file and the requested upgrade, such as timestamps. Describe these requirements in your instruction.
Can it request an upgrade before transcription is complete?
Describe that the file must be complete before ordering. The workflow relies on the record data and instruction to identify eligible requests.
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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