Give Adtraction payment issues a clear Salesforce owner and next step
When a payment issue is reported to your Notis webhook, create a Salesforce task that keeps the reason and partner details visible.
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
Payment exceptions can linger when they are buried in a report without a clear follow-up in the team's daily work.
- Turns reported payment issues into actionable tasks.
- Keeps the submitted exception details in Salesforce.
- Supports a consistent investigation queue.
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 payment issue follow-up.
- 3Tell Notis: when the webhook reports an Adtraction payment issue, create a Salesforce task describing the reported partner, payment, and issue details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real payment issue example and review the created task.
Questions about this workflow
Does this detect failed payments in Adtraction by itself?
No. It creates a task only when a webhook request sent to Notis contains a payment issue.
What if the request does not include a Salesforce contact or account?
The task can still describe the supplied issue details. Linking it to a Salesforce record requires an appropriate record reference in the request.
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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