Stop eligible transcription orders from the record update
When a monitored Salesforce update identifies a Castingwords file and confirms it is still eligible, Notis can cancel the order and request a refund if applicable.
Trigger
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.
Action
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).
Why this helps
An order that should be stopped can keep moving while cancellation details are scattered across tools.
- Use a record update to surface a cancellation request promptly.
- Keep the file identifier and eligibility decision with the Salesforce record.
- Reduce manual back and forth for orders that have not entered transcription work.
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 cancel the identified Castingwords file only when the update confirms no transcription work has been done.
- 4Pick Record Updated and specify the relevant Salesforce SObject type and returned fields, then choose where run reports should go.
- 5Test with one real update for an eligible file before relying on the automation.
Questions about this workflow
When can Castingwords cancel and refund a file?
The action is for files with no transcription work done, including pre-processing, audio processing, or error states. Refunds depend on applicability.
What should the Salesforce update include?
It needs to identify the Castingwords file and provide information that supports the eligibility decision. The generic trigger lets you specify the SObject type and fields returned.
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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