Make the next customer conversation easier to remember
When a benchmark result raises a customer question or opportunity, have Notis capture the follow-up as a Salesforce task with a clear purpose.
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
Useful customer conversations get delayed when benchmark findings do not lead to a tracked next step.
- Turn a review into a concrete customer follow-up.
- Keep the task purpose linked to the benchmark result.
- Avoid relying on memory to revisit a customer signal.
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 review the Bench result and create a Salesforce task for the identified customer only when a conversation is warranted.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real result and a customer record.
Questions about this workflow
Does Notis contact the customer?
No. It creates a Salesforce task for your team. It does not send a message to the customer.
What customer details should the request contain?
Identify the relevant Salesforce record and provide the context needed for a useful task. If the match is unclear, have Notis ask for clarification in its run report.
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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