Keep incident resolution summaries with Salesforce records
Capture what happened and what changed while the resolution is still fresh.
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
Resolution details can stay in incident tooling and be hard to find during later customer conversations.
- Store a concise outcome on a specified Salesforce record.
- Make incident history easier to review in customer context.
- Reduce repeated requests for a resolution summary.
Setup
Build it in a few focused steps.
- 1Connect Better Stack and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a Salesforce note summarizing the resolution details in the webhook.
- 4Choose the webhook trigger and a place for run reports.
- 5Test with one real resolution notice and a valid Salesforce record.
Questions about this workflow
What if the resolution webhook has no Salesforce record ID?
Provide a reliable matching instruction using available data, or have Notis report that it could not identify a record instead of attaching the note arbitrarily.
Can it include a root cause?
Only when the incoming data or Better Stack results provide one. The summary should label unknown details as unknown.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better stack to Salesforce. A trigger fires from one place; an action lands in another.
Better stack 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.
Better stack and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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