Keep the meeting recap beside the Salesforce record
Put useful conversation context where you and your team already review the customer relationship.
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
Meeting context gets scattered when the recap stays in a separate tool from the customer record.
- Keep a concise recap with the matching Salesforce record.
- Include decisions, risks, and next steps that matter after the call.
- Avoid attaching a note when the record match is ambiguous.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to make a concise note from each Avoma recap and attach it only to a Salesforce record identified by a reliable ID or unambiguous details.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real recap and verify the note is on the intended record.
Questions about this workflow
What if the recap mentions several Salesforce records?
Instruct Notis to attach the note only to the primary record when the recap makes that clear, and report other possible matches for review.
Can the note contain a full transcript?
You can ask for a short, useful summary instead; include a transcript only when that is the intended recordkeeping practice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Salesforce. A trigger fires from one place; an action lands in another.
Avoma 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.
Avoma and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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