Keep customer feedback beside the Salesforce record
Send feedback from an Ably event to Salesforce as a note, with the conversation details preserved for later.
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
Feedback shared in real-time conversations often stays disconnected from the customer record the team uses.
- Keep feedback with the related Salesforce record.
- Preserve message context for later decisions.
- Avoid copying useful comments by hand.
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 save incoming Ably feedback as a Salesforce note on the matching record, and to flag cases where it cannot identify the record.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real feedback event and inspect the Salesforce note.
Questions about this workflow
What if the Salesforce record is unclear?
Tell Notis in the instruction to report uncertain matches for review instead of attaching the note to a guessed record.
Can the note include the Ably message?
Ask Notis to include the relevant message and event context available in the incoming webhook.
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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