Keep invoice context beside the Salesforce record
Preserve the useful billing details from a Billsby event on the Salesforce record your team already works from.
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
People often have to switch between billing and CRM screens to understand an account conversation.
- Keep billing context with the related CRM record
- Reduce repeated lookups across tools
- Retain a readable summary of the invoice event
Setup
Build it in a few focused steps.
- 1Connect Billsby and Salesforce once in Notis.
- 2Create an automation and instruct Notis to summarize the relevant invoice details in a note attached to the Salesforce record ID in the event.
- 3Choose a webhook trigger and send it a Billsby invoice event with the matching Salesforce record ID.
- 4Choose where run reports should go.
- 5Test with one real invoice event and confirm the note is attached to the intended record.
Questions about this workflow
Can the workflow find the Salesforce record if the event has no Salesforce ID?
The action attaches a note to a Salesforce record. Include a valid record ID in the event or explicitly define a reliable lookup process.
Does it copy every invoice field into Salesforce?
No. The instruction can ask Notis to summarize relevant event details in a note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Billsby to Salesforce. A trigger fires from one place; an action lands in another.
Billsby 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.
Billsby and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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