Hand off trace investigations with the context intact
When a trace needs action outside the engineering workflow, create a Salesforce task with the evidence and handoff details included.
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
Cross-functional investigations lose time when trace findings are handed over without a named next step.
- Move relevant trace context into a Salesforce activity.
- Include the requested next step from the payload.
- Give collaborators a single follow-up to track.
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 an incoming trace payload requests cross-functional investigation, using the supplied handoff and assignment details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real trace payload and a valid Salesforce association.
Questions about this workflow
Which trace information should be included?
Include the trace identifier, relevant findings, why another team needs to act, and any assignment or Salesforce record details available.
Will the workflow assign an owner when none is supplied?
The payload or instruction should supply the intended owner. Otherwise Notis can create a task without an inferred assignee if your process allows it.
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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