Keep account context current with Wayback comparisons
When a site changes, capture what matters and keep the account record useful without switching between research and CRM by hand.
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
Notable website changes are easy to spot during research and easy to forget by the time you return to Salesforce.
- Keep relevant public website changes with the account record.
- Summarize a supplied comparison into a readable note.
- Reduce manual copy and paste between research and CRM.
Setup
Build it in a few focused steps.
- 1Connect Archive.org and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to summarize the supplied Wayback comparison and create a note on the identified Salesforce account.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real comparison and a Salesforce account you can identify.
Questions about this workflow
Does this automation detect website changes by itself?
No. Archive.org has no listed trigger events here. A webhook starts the automation, and the instruction should process a supplied Wayback comparison.
What if the comparison does not identify an account?
Have Notis report that it could not confidently identify the account instead of attaching the note to a guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Archive.org to Salesforce. A trigger fires from one place; an action lands in another.
Archive.org 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.
Archive.org and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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