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.
- Free forever for core features
- 14 day trial for premium features & apps
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
Download UrlRequired
Language
New Contact
Triggers when a new Contact is created.
Try It
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
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
