Keep customer escalations visible in Salesforce
Record the issue where the people working on the customer can find it.
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
An urgent concern in a form response can be overlooked if it stays outside the customer record.
- Make important concerns easier to find during account work.
- Summarize the issue and requested next step in a note.
- Filter out routine feedback that does not need escalation.
Setup
Build it in a few focused steps.
- 1Connect Basin and Salesforce once in the Notis portal.
- 2Create an automation with its name, prompt, report channel, and trigger.
- 3Ask Notis to identify Basin responses that describe a material customer or deal risk, locate the supplied Salesforce record when possible, and attach a concise note with the concern and requested next step.
- 4Choose the notis_webhook trigger and configure Basin to send new submissions to the webhook.
- 5Choose a report channel and test with one real escalation tied to a known Salesforce record.
Questions about this workflow
What happens if the Salesforce record cannot be identified?
Ask Notis to report the response for review rather than attach a note to a guessed record.
Does the workflow change a deal stage?
No. It adds a note 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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