Keep opportunity presentation media ready
Make supplied product and presentation media easier to find by importing its URL into Cincopa when an opportunity changes.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Sales teams lose time hunting for the latest presentation or product video across CRM notes and media tools.
- Import a media URL supplied with a new or updated opportunity.
- Keep sales presentation assets in Cincopa for easier access.
- Skip opportunities without an accessible 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 opportunity presentation media.
- 3Tell Notis to import the accessible presentation or product media URL provided with a created or updated opportunity into Cincopa, skipping records without one.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity containing a working media URL.
Questions about this workflow
Can Notis determine which media is the latest presentation?
Only if the opportunity data or your instruction provides enough context to identify it. Otherwise, the workflow uses the accessible media URL supplied with the record.
What does Cincopa receive?
The upload action receives an external URL and returns a status id for tracking.
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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