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Notis

Keep scheduled IP intelligence with the Salesforce record

Have Notis revisit a supplied IP watchlist and put noteworthy findings where your team already sees account or lead 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

Periodic checks are easy to forget, and findings can be hard to reconnect to the right customer record later.

  • Creates a searchable trail of relevant threat findings.
  • Reduces the effort of repeating routine checks.
  • Keeps findings with the Salesforce record they concern.

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 IP watchlist, the Salesforce records to check, and which findings should become notes.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real IP and record before relying on the schedule.

Questions about this workflow

Where does the list of IPs come from?

Provide the watchlist or its location in your instruction. The schedule itself does not supply IPs.

Will every scheduled run create a note?

Tell Notis to add a note only when a finding is new or meets your criteria, and define how to recognize that from the available data.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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