Keep benchmark findings with the account they affect
Send a review request and have Notis run the Bench comparison, summarize the result, and add the note to the Salesforce account you identify.
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
Benchmark results can get separated from the customer context needed to act on them.
- Keep performance findings beside the account context.
- Avoid manually copying comparison results into Salesforce.
- Make the benchmark outcome easier to find later.
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 run the Bench comparison and add a short note to the Salesforce account you identify.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real benchmark request and a Salesforce account.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Include the benchmark request and identify the Salesforce account in your instruction or request.
Does this update account fields?
No. It creates a Salesforce note attached to the account. This workflow uses the Salesforce Create note action.
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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