Keep Agiled project context beside Salesforce records
Bring a useful project update into the Salesforce record your team already checks.
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
Customer context can be split between project work and the CRM record used for decisions.
- Attach an update to a Salesforce record as a note.
- Keep project context available alongside customer records.
- Use the request and instruction to specify which record should receive the note.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe which project updates should become Salesforce notes and how to identify the target record.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real project update and Salesforce record.
Questions about this workflow
How does Notis know which Salesforce record to update?
Include the Salesforce record identifier in the request or provide an unambiguous way for Notis to identify it from available data.
Does this copy every Agiled project update?
No. Specify which updates qualify in the automation instruction and send a webhook request when appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Salesforce. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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