Bring high-value invoices to the right person's attention
Define which invoice amounts deserve review, then create a Salesforce task when a Billsby event crosses that threshold.
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
Large or unusual invoices can warrant attention but are hard to spot among routine billing activity.
- Apply a team-defined review threshold
- Create a CRM task for invoices worth a closer look
- Avoid scanning routine billing events manually
Setup
Build it in a few focused steps.
- 1Connect Billsby and Salesforce once in Notis.
- 2Create an automation and state the invoice threshold and task context your team wants for review.
- 3Choose a webhook trigger and send it Billsby invoice events with amount and Salesforce record context.
- 4Choose where run reports should go.
- 5Test an event above and below the threshold and check which one creates a task.
Questions about this workflow
What threshold does this use?
Set the amount and currency in your instruction. The event needs to include comparable invoice amount and currency details.
Does this workflow change invoice status?
No. It creates a Salesforce task for review and does not modify Billsby invoices.
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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