Make competitor research lead to a concrete task
Send a competitor question to Notis when a signal catches your attention. Autom can gather public context and Salesforce can record the next step as a task.
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
Competitor updates are easy to read and forget when they do not create a clear action for the team.
- Connect a research finding to an explicit next step.
- Keep the task in Salesforce for visibility.
- Capture the supplied account or opportunity reference with the task.
Setup
Build it in a few focused steps.
- 1Connect Autom and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3Describe the competitor signal to research and the task to create, including a Salesforce record reference when relevant.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real signal and confirm the task is linked to the intended record.
Questions about this workflow
Can this monitor competitors continuously?
This workflow starts when a webhook request arrives. For recurring research, create a separate scheduled automation with a defined scope.
Will it decide what the team should do?
It can summarize findings and create the next step you specify. Provide your decision criteria and task guidance in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Autom to Salesforce. A trigger fires from one place; an action lands in another.
Autom 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.
Autom and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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