Keep search research with the account record
Put relevant Ahrefs context beside the Salesforce record your team already uses.
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
Research details often live apart from the customer or prospect context needed to act on them.
- Keep selected research attached to a Salesforce record.
- Reduce context switching when reviewing an account.
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 research into a Salesforce note attached to the specified existing record; pick the webhook trigger.
- 4Choose a report channel, then test with one real research example and record id.
Questions about this workflow
What does the request need for the note attachment?
Provide the relevant Salesforce record identifier along with the Ahrefs research details.
Can Notis choose an account without an identifier?
Your instruction can ask it to identify a record from supplied context, but provide a record id when you need an unambiguous attachment.
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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