Keep location research with the Salesforce record
Send an address or coordinates with a Salesforce record reference. Notis checks the location and adds a concise note with the returned context.
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
Useful location research gets lost in chat threads or browser tabs instead of staying with the customer record.
- Keep checked location details alongside the relevant record.
- Preserve the supplied context for future handoffs.
- Avoid redoing the same location lookup.
Setup
Build it in a few focused steps.
- 1Connect Big data cloud and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to validate or reverse geocode the webhook location and create a concise Salesforce note on the supplied record reference.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real location and record reference, then review the note.
Questions about this workflow
What record types can receive the note?
Use a valid Salesforce record reference supported by the note action. The webhook must provide the record to attach it to.
Does the note change the Salesforce address fields?
No. This workflow creates a note containing the location result and context; it does not update record fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Big data cloud to Salesforce. A trigger fires from one place; an action lands in another.
Big data cloud 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.
Big data cloud and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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