Keep a monthly threat summary on key accounts
Have Notis check selected account indicators and leave a short, useful record of noteworthy results for the team.
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
Account owners may not see changes in threat context when recurring checks are done outside Salesforce.
- Makes recurring findings visible to account owners.
- Keeps a concise account history of relevant checks.
- Reduces manual summary writing.
Setup
Build it in a few focused steps.
- 1Connect Abuselpdb and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, specify the accounts and indicators to review and when a finding merits a note.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real account and indicator.
Questions about this workflow
How does the workflow know which IPs relate to accounts?
Provide the association in the data or instruction. Notis cannot derive it from an IP alone.
Will it create a note every month?
Set criteria for which findings deserve a note and define how to handle repeat results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Salesforce. A trigger fires from one place; an action lands in another.
Abuselpdb 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.
Abuselpdb and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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