Remember why each prospect received a personal Amcards card
Keep the thoughtful detail behind a card close to the prospect record, ready for the next conversation.
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
A personal touch loses value when its reason is forgotten before the next interaction.
- Preserve the rationale behind a personal card.
- Help anyone following up understand the original context.
- Keep relationship history in one familiar place.
Setup
Build it in a few focused steps.
- 1Connect Amcards and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to save the supplied card personalization reason as a note on the identified Salesforce record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real card example and verify the note.
Questions about this workflow
What record should receive the note?
Identify the Salesforce record in the request so Notis can attach the note to it.
Can the workflow invent personalization details?
No. Include the rationale you want recorded in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amcards to Salesforce. A trigger fires from one place; an action lands in another.
Amcards 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.
Amcards and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Salesforce.