Keep certificate context with the Salesforce record
Send the certificate and record details to Notis, then save the useful context where your team already works.
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
Credential information can be separated from the Salesforce relationship history people need when preparing for a conversation.
- Keep certificate context close to the related Salesforce record.
- Preserve a short, readable summary for later conversations.
- Avoid searching separate tools for credential details.
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 the note-taking outcome.
- 3Tell Notis in one instruction what certificate details to summarize and how to identify the Salesforce record to attach the note to.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request and confirm the note is attached to the intended record.
Questions about this workflow
What information should the webhook include?
Include enough certificate context and Salesforce record-identifying information for Notis to locate the intended record. The available source description does not define a specific payload format.
Can Notis create a note if it cannot identify the record?
Set a clear instruction for that case, such as reporting that the record needs review rather than attaching the note to an uncertain record.
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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