Keep risk alert context with the Salesforce record
Put the reason for an alert beside the Salesforce record your team uses to track the response.
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
Risk alerts often arrive without a durable record of what happened or which customer or project needs attention.
- Preserve alert context for later review.
- Keep a risk event attached to the related Salesforce record.
- Avoid retyping alert details from a notification.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and Salesforce once in the Notis portal.
- 2Create an automation named Alpaca risk alert log.
- 3Tell Notis to create a Salesforce note from each alert, using the provided alert details and the Salesforce record identifier in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real alert with a valid Salesforce record identifier to test the note.
Questions about this workflow
What information must the webhook include?
Include the alert details you want saved and a valid Salesforce record identifier for the note's parent. Notis cannot attach the note if that record is not identified.
Can this decide whether a portfolio is risky?
It records an alert supplied in the request. It does not calculate a risk threshold unless your request or instruction provides the necessary data and rule.
Does it change Salesforce fields?
No. It creates a note attached to the specified Salesforce record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Salesforce. A trigger fires from one place; an action lands in another.
Alpaca 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.
Alpaca and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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