Keep VAT validation context with the Salesforce record
Put the result of a tax identifier check next to the Salesforce record your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Validation outcomes and company details are easy to lose when they live separately from the account or lead record.
- Keep validation context beside an existing Salesforce record.
- Give colleagues a concise record of the check and its result.
- Avoid creating a second company record just to preserve validation context.
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 validation notes.
- 3Tell Notis: When a webhook provides a 44API validation result and an existing Salesforce record ID, create a note on that record with the result and available company details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real validation result and an existing Salesforce record ID.
Questions about this workflow
Does the note action create the Salesforce record too?
No. This workflow expects the request to include the ID of an existing Salesforce record and attaches a note to it.
What information can go in the note?
Ask Notis to include the validation outcome and company details returned by 44API. The available information depends on the check result.
Can it record an unsuccessful check?
Yes. Describe that outcome in the automation prompt and have Notis record the result accurately, without describing the identifier as verified.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.