Keep Apify research beside the Salesforce record
Send Notis a finding and the Salesforce record it belongs with, then keep a readable research note alongside the record.
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 context gets separated from CRM records, so teammates have to rediscover why an account or lead matters.
- Keep source findings near the related Salesforce record.
- Make handoffs easier with a concise note.
- Reduce repeated research when context is needed later.
Setup
Build it in a few focused steps.
- 1Connect Apify and Salesforce once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3In one instruction, tell Notis how to summarize the incoming finding and attach it as a note to the supplied Salesforce record.
- 4Choose a webhook trigger and a report destination.
- 5Test with one real finding and valid record identifier.
Questions about this workflow
What if the incoming result has no Salesforce record identifier?
Tell Notis to report the finding for review when it cannot identify a valid record, rather than attaching it to an uncertain record.
Can Notis summarize a long result?
Yes. Specify the desired note length and the details that should be preserved, such as the finding, source, and research date when supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apify to Salesforce. A trigger fires from one place; an action lands in another.
Apify 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.
Apify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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