Turn payment events into clear Salesforce follow-ups
When a payment event signals a next step, ask Notis to create a Salesforce task with the relevant context included in the request.
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
Payment-related follow-ups get lost when the next action stays buried in a billing notification.
- Capture a follow-up as a Salesforce task.
- Keep event context with the task when present.
- Reduce the chance a billing-related next step is missed.
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 task when the payment event calls for customer follow-up.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real payment event that includes follow-up context.
Questions about this workflow
Will every payment create a follow-up task?
Describe the intended condition in your instruction. The webhook payload needs to include enough information for Notis to recognize the relevant event.
What if the event does not identify a Salesforce record?
Provide the relevant record context in the request or instruction. The action supports task creation, but no automatic record matching trigger is specified here.
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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