Keep invoice context with the Salesforce record
Put relevant invoice details beside the customer or opportunity record your team already uses.
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
Invoice context can be hard to find when it is separated from the customer record and follow-up work.
- Keep supplied invoice context alongside a Salesforce record.
- Make customer discussions easier to prepare for.
- Avoid copying invoice details by hand.
Setup
Build it in a few focused steps.
- 1Connect Ascora and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and name it for invoice context.
- 3Tell Notis to create a Salesforce note from webhook requests containing invoice details and attach it to the identified record.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real invoice example and confirm the note is attached to the intended record.
Questions about this workflow
Does this workflow fetch invoices directly from Ascora?
The available Ascora description supports managing invoices through MCP or direct API, but no trigger event is listed. Supply invoice context in the webhook request or have Notis retrieve it through your connected Ascora access.
Which Salesforce record can receive the note?
The request or connected data must identify an existing Salesforce record. Notis should report missing or ambiguous record details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Salesforce. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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