Keep quarterly site review findings in Salesforce
Create a durable summary of your Ahrefs review that is easy to find at the next planning session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Periodic SEO reviews can be difficult to compare when their outcomes are not saved consistently.
- Keep review outcomes attached to a relevant record.
- Make past observations easier to find during planning.
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 the specified site's Ahrefs review in a Salesforce note on the provided record; pick a recurring schedule.
- 4Choose a report channel, then test with one real site review and record id.
Questions about this workflow
Can I compare results between quarters?
Provide the previous review or another baseline if you want Notis to make a comparison.
What if I do not have a Salesforce record id?
Provide an identifier or sufficient context to select the intended existing record.
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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