Turn important content updates into account reviews
When a meaningful update changes what customers need to know, create a timely review task in Salesforce.
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
Important product or policy updates can reach the website without prompting anyone to check related customer conversations.
- Prompt timely review of affected accounts
- Include the update context in the task
- Help teams follow through on customer communication
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which supplied update types merit an account review task and what context to include.
- 4Pick a webhook trigger, choose where run reports go, and test with one real qualifying update.
Questions about this workflow
How does Notis know an update is important?
Specify the qualifying update types in the prompt, and include that information in the webhook request.
Will it notify every account automatically?
Only when the request or your instruction identifies the relevant accounts. Provide account references or define a reliable way to identify them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Salesforce. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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