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Capture opportunity web pages as images

Turn a website URL associated with a new or updated opportunity into a quick visual snapshot for review.

Trigger

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

Action

Convert Website to PNG

Tool to convert a website url to a png image. use when you need a snapshot of an entire web page or specific viewport.

Why this helps

When opportunity research is spread across Salesforce and browser tabs, useful visual context is easy to lose.

  • Keep a visual reference for opportunity review.
  • Avoid reopening and locating the same page by hand.
  • Receive run reports in a channel you already use.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Conversion tools once in the Notis portal.
  • 2Create a new automation in the portal or tell Notis what outcome you want.
  • 3In one instruction, ask Notis to convert the opportunity's supplied website URL to a PNG.
  • 4Pick New or Updated Opportunity as the trigger and choose a report channel.
  • 5Test with one real opportunity that includes a usable URL.

Questions about this workflow

Where does the website URL come from?

The URL must be available to Notis from the opportunity event or provided in your instruction. The event description does not guarantee that every opportunity contains a website URL.

Can it capture a specific viewport?

The conversion action supports a full-page or specific-viewport snapshot. State the desired capture in your instruction if you need a particular viewport.

When does it run?

It runs when a Salesforce Opportunity is created or updated.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Conversion tools. A trigger fires from one place; an action lands in another.

Salesforce triggers

Conversion tools actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Convert JPG to JSON with AI

Tool to convert jpg to structured json using ai. use after uploading the image or specifying its url.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Convert Excel to CSV

Tool to convert excel files to csv. use when you have an excel file (local upload or url) and need a csv output. use after uploading or providing file url.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Convert Excel to HTML

Tool to convert an excel file to html. use when you need an html table representation of a .xlsx file via upload or url.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Convert Markdown to HTML

Tool to convert markdown to html. use after uploading the markdown file or specifying its url to generate html content.

ActionInstant

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.

TriggerPolling

Convert OXPS to PDF

Tool to convert an oxps file to pdf. use when you have an oxps file either uploaded (file id) or via url and need a pdf output. provide only one of `file id` or `url`.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Convert Website to PDF

Tool to convert a website url to pdf. use when you need a pdf snapshot of a web page; returns a task id to poll for completion.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Convert Website to PNG

Tool to convert a website url to a png image. use when you need a snapshot of an entire web page or specific viewport.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Convert Word to Text

Tool to convert word documents to plain text. use when you have a .doc or .docx file (binary or url) and need its plain text representation.

ActionInstant

Connect any two apps with Notis in the middle.

Salesforce and Conversion tools, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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