Keep analyzed call summaries with Salesforce records
Send call audio with the Salesforce record identifier. Notis can analyze the audio and attach a concise note to that record.
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
Call context gets lost when summaries live in separate documents or personal notes.
- Keep call context beside the relevant Salesforce record.
- Reduce time spent writing and filing summaries.
- Preserve uncertainty or follow-up questions for human review.
Setup
Build it in a few focused steps.
- 1Connect Astica AI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to summarize submitted call audio and create a note on the Salesforce record whose identifier is included in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real recording and a valid Salesforce record identifier.
Questions about this workflow
How does Notis know which record gets the note?
Include the Salesforce record identifier in the webhook request and tell Notis to use that identifier.
Can the note go on a contact, account, or opportunity?
The create note action attaches a note to a Salesforce record. Supply a valid record identifier and confirm your org supports the intended record type.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Astica ai to Salesforce. A trigger fires from one place; an action lands in another.
Astica ai 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.
Astica ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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