Keep IoT maintenance events with their Salesforce record
Give the next person a clear record of what the device reported and what was done.
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
Service details scattered across device dashboards and messages are hard to find during the next handoff.
- Keep a concise service history beside the relevant Salesforce record.
- Include the reported issue, device details, and technician notes supplied in the webhook.
- Make handoffs easier when another person picks up the case.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Salesforce note for each maintenance event, summarize the event, and attach it using the Salesforce record ID sent with the event.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real maintenance event and verify the note is attached to the intended record.
Questions about this workflow
What does the webhook need to include?
Send the maintenance details and the ID of the Salesforce record where the note belongs. The automation cannot infer an ID that is not in the event or available through an explicit lookup.
Can this summarize technician notes?
Yes. Tell Notis what details to preserve and how concise the note should be. The source event needs to contain the technician notes you want summarized.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Salesforce. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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