Keep verification context with the Salesforce record
Save the result where your team can find it when they return to the contact or prospect.
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
Verification results lose value when nobody can see which checks were performed or what they returned.
- Keep available check context with the relevant record.
- Make prior verification easier to review.
- Avoid manually transcribing results.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Salesforce once in the Notis portal.
- 2Create an automation for verification notes.
- 3Tell Notis to check the supplied email or phone with Abstract and create a Salesforce note on the supplied record with the checks performed and available results.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with a real record reference and a check result.
Questions about this workflow
Does this create a permanent audit log?
It creates a Salesforce note with the information available in the run. Follow your organization's recordkeeping policies for formal audit requirements.
Can I check both email and phone?
Yes. Include either or both details and tell Notis which checks to run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Salesforce. A trigger fires from one place; an action lands in another.
Abstract 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.
Abstract and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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