Keep Adtraction commission reviews on your Salesforce task list
When commission details arrive, put the review and the transaction context in one Salesforce 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
Commission reviews can get lost between affiliate dashboards, spreadsheets, and a separate sales workflow.
- Creates a review task from submitted commission details.
- Keeps the affiliate, transaction, and commission context together when included in the webhook.
- Makes follow-up visible in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Notis to Salesforce once in the portal.
- 2Create an automation in Automations, New Automation, and name it for commission review.
- 3Tell Notis: create a Salesforce task to review each Adtraction commission received, including the submitted transaction details in its description.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real example and confirm the task contains the submitted details.
Questions about this workflow
Does this workflow fetch commission data from Adtraction?
No. It acts on commission or transaction details included in the webhook request sent to Notis.
Can the task be linked to a Salesforce record?
Ask Notis to associate it when the webhook includes a valid Salesforce record reference. Otherwise, the task can still include the submitted context in its description.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Salesforce. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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