Keep invoice callbacks from slipping through
When an invoice event calls for a conversation, let Notis create a Salesforce task with the available customer context and next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A callback request embedded in billing activity can be forgotten when it is not captured as a task.
- Capture callback work as a Salesforce task.
- Keep invoice follow-through visible in the CRM.
- Use event context when creating the task.
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 to create a Salesforce callback task for invoice events that need a conversation.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real invoice webhook that includes callback context.
Questions about this workflow
Will this create tasks for every invoice?
State the condition in your instruction. The webhook needs to contain information that lets Notis identify the events needing a callback.
What if there is no contact or record reference?
Include an appropriate Salesforce record reference in the request or instruction if the task needs to be related to one.
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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