Remember the next step after a certificate is issued
Send a certificate event to a Notis webhook and have Salesforce hold the follow-up as a task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Issuing a credential may call for a welcome, check-in, or next-step message, but those intentions can disappear in a busy inbox.
- Put credential-related outreach into the Salesforce task list.
- Include the certificate context in the task details.
- Make the follow-up timing explicit in the automation prompt.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the follow-up outcome.
- 3In one instruction, tell Notis what task to create, who it concerns, and any timing or context to include from the incoming request.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real certificate issuance request and check the resulting Salesforce task.
Questions about this workflow
Can the webhook choose the follow-up timing?
The automation can use timing included in the request or stated in your instruction. The source description does not specify a timing field, so supply the timing you need.
Does this send the follow-up message?
No. This workflow creates a Salesforce task to track the follow-up. It does not send an email or message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Salesforce. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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