Notta + Salesforce
Create Salesforce records from new ai notes in Notta
With this workflow, you can streamline your process of recording important information. As soon as AI-generated notes are available in the Notta App, a new record is created in Salesforce. This ensures crucial data is immediately captured in your CRM, enhancing data accuracy and saving time. Skip manual entries and make your notetaking efforts directly fruitful for your CRM.
With this workflow, you can streamline your process of recording important information. As soon as AI-generated notes are available in the Notta App, a new record is created in Salesforce. This ensures crucial data is immediately captured in your CRM, enhancing data accuracy and saving time. Skip manual entries and make your notetaking efforts directly fruitful for your CRM.
- When this happens...New AI Notes
Triggers when AI notes for a new transcript have been generated.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Workspace Name
Minimum Duration (in minutes)
Transcript
AI Summary
Need Media File
Notes created by
Try ItWorkspace Name
Minimum Duration (in minutes)
Transcript
AI Summary
Need Media File
Notes created by
Try ItWorkspace NameRequired
Speaker Diarization
Select the audio or video to be transcribedRequired
Transcription LanguageRequired
Wait for transcription to finish before proceeding to the next step?Required
Workspace NameRequired
Notta Task IDRequired
Wait until the summary is complete, then run the next Zapier step.Required
AI Summary LanguageRequired
Select AI TemplateRequired
Workspace Name
Minimum Duration (in minutes)
Transcript
AI Summary
Need Media File
Notes Created By
Try ItWorkspace NameRequired
Transcription Language
Video recording
Bot nameRequired
Recording notification poster
Meeting Link
Note Creator Email
Workspace NameRequired
Record IDRequired
New Case Attachment
Triggers when a new Attachment is added to a case.
Try It
