Keep website change observations on Salesforce accounts
Send a site change notification to Notis and save its useful context on the corresponding Salesforce 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
Useful changes on a prospect's website can be easy to forget or hard to find later when they are not recorded with the account.
- Keep a page change observation alongside the account record.
- Preserve the affected page and notification details for later.
- Reduce the chance of losing timely account context.
Setup
Build it in a few focused steps.
- 1Connect Apiflash and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to identify the relevant account and create a note with the site-change details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real site-change notification and review the note in Salesforce.
Questions about this workflow
Does Apiflash provide a Notis trigger event for every monitored page change?
No Apiflash trigger events are listed here. Start this workflow with a Notis webhook and send the site-change notification to it.
What if the notification does not identify a Salesforce account?
Include enough identifying information in the webhook request, or tell Notis how to resolve the account from the available details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apiflash to Salesforce. A trigger fires from one place; an action lands in another.
Apiflash 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.
Apiflash and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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