Keep opportunity visuals ready for sales follow-up
When a deal moves, keep the related visual assets close to the work that follows.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Upload Media Asset
Tool to upload an image and create a media asset object. Use when you need to upload an image to Dynapictures workspace for later use in image generation.
Why this helps
Product and proof-point images shared during deal progress can be hard to locate when follow-up is due.
- Files supplied opportunity visuals as media assets.
- Keeps assets associated with deal context for future creative work.
- Reduces last-minute searches before sales follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dynapictures once in the Notis portal.
- 2Create an automation in Automations > New Automation with a recognizable name.
- 3Ask Notis to upload the supplied image associated with the opportunity update to the selected Dynapictures workspace and include the opportunity name as context.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose a report channel.
- 5Test with one real opportunity event containing an accessible image.
Questions about this workflow
Will it upload documents such as proposals?
The Dynapictures action is for uploading an image asset. Use an accessible image file for this workflow.
What event starts the automation?
A Salesforce Opportunity being created or updated starts it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dynapictures. A trigger fires from one place; an action lands in another.
Salesforce triggers
Dynapictures actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Workspace
Tool to create a new workspace for organizing templates, images, and media library assets. Use when you need to establish a new workspace within a Dynapictures account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Workspace
Tool to delete a workspace and all associated content (templates, media, generated images). Use when permanently removing a workspace. Warning: Deletion is permanent and cannot be undone.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Templates
Tool to get all image templates that are ready and have the 'Sync to Zapier' checkbox enabled. Use when you need to retrieve available templates for image generation.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Workspaces
Tool to get all workspaces associated with the API key. Use when you need to retrieve workspaces the authenticated user is a member of.
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.
Unsubscribe Webhook
Tool to unsubscribe from webhook notifications by providing the same parameters used during subscription. Use when you need to stop receiving notifications for a specific webhook.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Update Workspace
Tool to update an existing workspace's details by workspace ID. Use when you need to modify a workspace's name or properties.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Upload Media Asset
Tool to upload an image and create a media asset object. Use when you need to upload an image to Dynapictures workspace for later use in image generation.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Dynapictures, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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