Keep customer research with its Salesforce record
Capture useful customer context in Marvin and keep the summary close to the account, contact, or opportunity it informs.
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
Research written in a personal planning space can be hard to find when the team returns to the customer record.
- Keep customer context in the CRM
- Make research easier to find during follow-up
- Reduce copy and paste between tools
Setup
Build it in a few focused steps.
- 1Connect Amazing Marvin and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer research capture.
- 3Tell Notis to create a concise Salesforce note from Marvin research and attach it only when the intended record is clear.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real research note and check its Salesforce attachment.
Questions about this workflow
Which Salesforce records can receive the note?
The action attaches a note to a Salesforce record. Include enough context in the Marvin content to identify the intended record.
Will Notis fill in missing research details?
Notis can summarize the supplied content, but it should not invent customer facts that are absent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amazing Marvin to Salesforce. A trigger fires from one place; an action lands in another.
Amazing Marvin 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.
Amazing Marvin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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