Keep changing beach conditions with the customer record
When a customer plan changes, use a webhook to check the beach and preserve the relevant conditions as a Salesforce note for the next conversation.
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
Conditions can change between planning conversations, and teams need a quick way to see which beach information was checked and when.
- Keep a time-relevant conditions snapshot with the record.
- Make the beach checked explicit in the note.
- Help the next person pick up the customer conversation with context.
Setup
Build it in a few focused steps.
- 1Connect Beach Day API and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add its name and prompt.
- 3Tell Notis which conditions to retrieve and to add a timestamped note to the specified Salesforce record.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real beach update and Salesforce record.
Questions about this workflow
Does the note become a historical conditions feed automatically?
Each run can add a note. State how often the automation should run or trigger it when an update is needed.
Can Notis include the retrieval time?
Ask for the lookup date and time to be included in the note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beach Day API to Salesforce. A trigger fires from one place; an action lands in another.
Beach Day API 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.
Beach Day API and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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