Connect trace evidence to customer impact
Give account teams a concise record of how an AI trace issue affects a specific customer.
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
Trace details and customer impact are often discussed in separate tools, making handoffs harder.
- Place supplied trace context alongside the customer record.
- Make impact and next-step context easier to scan.
- Help teams avoid repeated explanations across functions.
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 concise Salesforce note from incoming trace details and customer impact, attached to the record identified in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real trace payload that identifies a Salesforce record.
Questions about this workflow
Can the workflow determine which customer a trace affected?
Only if that information is included in the payload or provided in your instruction. Include the Salesforce record identifier to attach the note correctly.
What if the trace has no customer context?
The workflow should not guess. Include customer context in the request or skip creating the note when no record is identified.
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.
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.
Arize AX and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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