Make regressions easier to investigate
When a benchmark comparison raises a concern, request a review and have Notis put the investigation next step in Salesforce.
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
Regression findings lose urgency when they remain buried in benchmark output.
- Capture the concern and next step in a task.
- Keep an investigation from getting lost after reviewing metrics.
- Reuse the same clear review instruction for each request.
Setup
Build it in a few focused steps.
- 1Connect Bench and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name.
- 3Describe in one instruction how Notis should compare the requested Bench result and create an investigation task if it shows a regression.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real result that has a known comparison baseline.
Questions about this workflow
Can Notis decide what counts as a regression?
Yes, if the instruction states the comparison and threshold. Provide a baseline or threshold when Bench does not return it.
Where does the task go?
The Salesforce Create task action creates a task. Include the Salesforce record context and any useful task details in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bench to Salesforce. A trigger fires from one place; an action lands in another.
Bench 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.
Bench and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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