Keep customer feedback with its Salesforce account
Make customer context easier to find when the next conversation starts.
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
Feedback collected outside the CRM may be missing when a teammate opens an account.
- Keep relevant feedback near the Salesforce record used by the team.
- Summarize a response into a readable note.
- Reduce searching across form tools before a customer conversation.
Setup
Build it in a few focused steps.
- 1Connect Basin and Salesforce once in the Notis portal.
- 2Create an automation and provide its name, prompt, report channel, and trigger.
- 3Ask Notis to review each Basin response, identify the matching Salesforce account when the response supplies enough identifying information, and attach a concise note with the feedback.
- 4Select the notis_webhook trigger and set Basin to send new submissions to the webhook.
- 5Select a report channel and test with one real response tied to a known account.
Questions about this workflow
What if a submission does not identify an account?
Notis needs enough information to find the intended record. Ask it to skip uncertain matches and report them for review.
Does the workflow update account fields?
No. It creates a note attached to a Salesforce record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Salesforce. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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