Keep a useful record of Ably channel activity
Have Notis review relevant channel events on a schedule and save a concise Salesforce note with the available context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important channel updates can be scattered across conversations when the team later reviews a customer record.
- Bring channel context into Salesforce records.
- Create a concise review that is easier to scan.
- Flag activity without a reliable record match.
Setup
Build it in a few focused steps.
- 1Connect Ably and Salesforce once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, tell Notis to review relevant events from the specified Ably channel and attach a concise note to the matching Salesforce record, reporting uncertain matches.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real channel review and inspect the note content and record.
Questions about this workflow
Will the note include activity the channel does not provide?
No. The review can only use available Ably channel activity and details you supply.
What if several Salesforce records might match?
Instruct Notis to report the ambiguity for review instead of attaching the note to a guessed record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Salesforce. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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