Give urgent audit findings a clear owner action
Make the issues most likely to need attention visible as Salesforce follow-up tasks.
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
A long audit list can hide the small number of findings that need prompt attention.
- Focus attention on selected high priority findings.
- Create a clear record for investigation and follow-up.
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 apply your urgency criteria to submitted Ahrefs audit findings and create tasks for findings that qualify; pick the webhook trigger.
- 4Choose a report channel, then test with one real finding and your criteria.
Questions about this workflow
Can Notis rank the findings?
You can provide the priority criteria and ask Notis to assess the submitted findings against them.
Does the task automatically assign a Salesforce user?
This workflow creates a task. Provide assignment details in your instruction if your Salesforce setup and action support them.
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.
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.
Ahrefs and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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