Keep experiment impact beside Salesforce accounts
Make experiment outcomes easier to use in customer conversations by saving a concise readout with the relevant account.
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
Experiment results often get buried in dashboards and are hard for sales or success teams to find later.
- Make relevant experiment results easy to find in Salesforce.
- Give customer conversations a concise evidence based summary.
- Use an on-demand webhook to request a focused analysis.
Setup
Build it in a few focused steps.
- 1Connect Amplitude and Salesforce once in Notis.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which experiment and outcome to review, then add a concise Salesforce note to an account only when the affected account can be reliably identified.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and confirm the finding and note association.
Questions about this workflow
What do I include in the webhook request?
Include the experiment or analysis context that Notis needs to find the relevant Amplitude data.
Will the note claim an experiment caused an outcome?
Ask Notis to distinguish observed changes from causal claims and to state the evidence and limitations in the note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amplitude to Salesforce. A trigger fires from one place; an action lands in another.
Amplitude 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.
Amplitude and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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