Bring new lead demo videos into Cincopa
Keep a prospect's demo video close to the lead record, without a manual download and re-upload.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Upload Asset From URL
Tool to upload a new asset directly from a provided external url and receive a status id for tracking. use when you need to import media from a remote source and optionally specify a gallery or existing asset.
Why this helps
A demo link on a new lead can get lost while you switch between Salesforce and your media library.
- Import an accessible demo video URL when a new lead is created.
- Avoid downloading media just to add it to Cincopa.
- Skip records that have no usable media URL.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cincopa once in the Notis portal.
- 2Create an automation and name it for lead demo video imports.
- 3Tell Notis to import the accessible demo video URL provided on a new lead into Cincopa, and skip leads without one.
- 4Pick the Salesforce New Lead trigger and choose where run reports go.
- 5Test with one real lead that contains an accessible video URL.
Questions about this workflow
Does this workflow find a video URL if the lead has none?
No. It can use an accessible URL provided with the lead data. Leads without one should be skipped.
Does this action upload a local file?
No. It uploads an asset from a provided external URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Cincopa. A trigger fires from one place; an action lands in another.
Salesforce triggers
Cincopa actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Upload Asset From URL
Tool to upload a new asset directly from a provided external url and receive a status id for tracking. use when you need to import media from a remote source and optionally specify a gallery or existing asset.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort Asset Upload From URL
Tool to abort an ongoing asset upload-in-progress by providing its status id. use when an upload is no longer needed, was initiated by mistake, or is taking too long.
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 Asset Upload From URL Status
Tool to check the status of an asset upload initiated via url by its status id. use after calling 'upload asset from url' to poll for completion.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Validate API Connection
Tool to validate api connection. use after obtaining a valid api token to confirm connectivity.
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 Cincopa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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