Save AI research directly to Salesforce records
Send research through a webhook and let Notis turn it into a readable note attached to the Salesforce record you name.
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
Useful research gets buried in separate tools, leaving account records without the context needed for the next conversation.
- Keep research alongside the record it informs.
- Convert long source material into a skimmable note.
- Make context easier to find before a customer conversation.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to summarize the submitted research and attach a note to the identified Salesforce record.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real record and a short piece of research.
Questions about this workflow
Which records can receive a note?
Provide the Salesforce record identifier and the supplied context. The target must be an existing record supported by Salesforce note creation.
Will the note include facts not in my research?
Ask Notis to use the submitted material only and clearly mark any missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Salesforce. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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