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Notis

Keep keyword gap research with account context

Save a concise view of where a site may be missing search visibility alongside the relevant Salesforce record.

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

Keyword gap analysis often stays in a separate research tool when teams need it during account discussions.

  • Keep content and search opportunity context with an account.
  • Make research easier to locate during customer discussions.

Setup

Build it in a few focused steps.

  • 1Connect Ahrefs and Salesforce to Notis once in the portal.
  • 2Create an automation in Notis from any channel or in Automations, New Automation.
  • 3Tell Notis to summarize submitted Ahrefs keyword gap findings as a Salesforce note on the specified existing account; pick the webhook trigger.
  • 4Choose a report channel, then test with one real gap analysis and account id.

Questions about this workflow

Can the note suggest content topics?

Ask Notis to summarize the gap and suggest topics based on the supplied Ahrefs research.

Does this create content?

No. It records research in Salesforce for your team to use.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ahrefs to Salesforce. A trigger fires from one place; an action lands in another.

Ahrefs triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Ahrefs and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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