Keep billing context with the Salesforce record
A short note can keep an invoice or payment detail available where customer work happens. Have Notis attach the event context to the Salesforce record named in the request.
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 billing context is hard to find when it remains in a separate notification from the customer record.
- Store relevant event context on a Salesforce record.
- Keep customer billing details near CRM activity.
- Avoid retyping notes from webhook information.
Setup
Build it in a few focused steps.
- 1Connect Altoviz and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis what billing context to save as a Salesforce note and which record the request identifies.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real event and record identifier.
Questions about this workflow
How does Notis know which Salesforce record to attach the note to?
The request or instruction must identify the existing record to receive the note.
Can the note include details absent from the event?
Notis can only use information available in the event or your instruction. Add any missing context yourself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Altoviz to Salesforce. A trigger fires from one place; an action lands in another.
Altoviz 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.
Altoviz and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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