Keep validation context beside the Salesforce record
Preserve the reason a contact was flagged where your team already works.
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
Validation notes often live in separate exports and are hard to find during follow-up.
- Keep selected validation findings attached to a Salesforce record.
- Make the reason for review easy to find later.
- Avoid losing context between batch review and outreach.
Setup
Build it in a few focused steps.
- 1Connect ApexVerify and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Tell Notis to create a Salesforce note with the supplied validation summary on the referenced record.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real result and verify the note is attached to the intended record.
Questions about this workflow
What does the webhook need for the note to attach correctly?
Include a valid Salesforce record reference along with the ApexVerify result details you want summarized.
Can the note be attached to a contact or lead?
The action attaches a note to a Salesforce record. Provide the ID for the existing record you want to annotate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApexVerify to Salesforce. A trigger fires from one place; an action lands in another.
ApexVerify 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.
ApexVerify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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