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Notis

Give evaluation coverage gaps an owner and next step

Move identified gaps from dataset review into a concrete Salesforce follow-up for the right stakeholder.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create task

Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

Why this helps

Coverage gaps can remain open because findings are documented without a follow-up owner or action.

  • Capture the gap and affected dataset details from the payload.
  • Make follow-up visible as a Salesforce activity.
  • Clarify what information is still needed to close the gap.

Setup

Build it in a few focused steps.

  • 1Connect Arize AX and Salesforce in the Notis portal once.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3In one instruction, ask Notis to create a Salesforce task when the payload identifies an evaluation coverage gap, including the affected dataset and requested follow-up.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real coverage-gap payload and the intended Salesforce association.

Questions about this workflow

Can Notis decide what counts as a coverage gap?

It can apply criteria you state to data supplied in the request. Include the needed thresholds or a clear gap signal in the payload.

Does it create or change Arize AX datasets?

No. This workflow uses the supplied Arize AX information to create a Salesforce task.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Arize AX to Salesforce. A trigger fires from one place; an action lands in another.

Arize AX triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Arize AX and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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