Turn VAT check results into clear Salesforce follow-up
When a tax identifier check needs a human decision, create a task so the next step has a home in Salesforce.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
An uncertain or unsuccessful check can leave the team unsure who should review it or what to do next.
- Capture review work as a Salesforce task.
- Keep the validation result and requested next step together.
- Reduce the chance that an unclear check is forgotten.
Setup
Build it in a few focused steps.
- 1Connect 44API and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for VAT review follow-up.
- 3Tell Notis: When a webhook provides a 44API validation result marked for review and a related Salesforce record ID, create a task describing the result and requested review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real result that needs review and a related Salesforce record ID.
Questions about this workflow
Will every validation result create a task?
No. Tell Notis to create a task only for results that need review or a specific follow-up.
Can the task be attached to a Salesforce record?
The create task action can track work related to records. Include the valid Salesforce record ID in the webhook request.
Does this workflow decide whether an identifier is valid?
No. Use the validation outcome returned by 44API. The task records a requested human next step when the result calls for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Salesforce. A trigger fires from one place; an action lands in another.
44API triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
44API and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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