Keep Appdrag feedback with its Salesforce record
Put useful customer feedback beside the Salesforce record your team already works from, so the context is easier to find later.
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
Feedback stored separately from customer records is easy to lose before it informs a conversation or decision.
- Keep customer feedback near its related sales record
- Make context easier to find during follow-up
- Reduce manual copying of feedback
Setup
Build it in a few focused steps.
- 1Connect Appdrag and Salesforce once in the Notis portal.
- 2Create an automation named Appdrag feedback note.
- 3Tell Notis to create a Salesforce note from each Appdrag feedback webhook and attach it to the record identified in the request.
- 4Choose a webhook trigger and select where run reports should go.
- 5Send one real feedback item with a Salesforce record reference to test the workflow.
Questions about this workflow
How does the note get attached to the correct record?
The webhook request needs to include a valid Salesforce record reference or enough information for Notis to identify the record. The workflow cannot infer a missing record id reliably.
Can the automation create a note if no Salesforce record is known?
The note action attaches a note to a Salesforce record. Supply a valid record reference in the request before running this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appdrag to Salesforce. A trigger fires from one place; an action lands in another.
Appdrag 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.
Appdrag and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.