Keep Bing incident evidence with the related Salesforce context
When a search concern is reported, capture the Bing evidence and attach a focused note to the relevant Salesforce record.
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
Investigating a search concern is harder when the original evidence and related account context are stored apart.
- Keeps available evidence with a relevant Salesforce record
- Starts a review from an HTTP request
- Creates a concise record for later investigation
Setup
Build it in a few focused steps.
- 1Connect Bing Webmaster Tools and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to review the supplied Bing search concern and create a Salesforce note with the observed evidence on the record you identify.
- 4Choose a webhook as the trigger and select where run reports should go.
- 5Send one real incident example and confirm the note contains the supplied context.
Questions about this workflow
Can the webhook include the affected URL?
Yes, the caller can supply context in its HTTP request. Include any details the review needs and that Bing does not provide.
Does this workflow diagnose the underlying cause?
It records available evidence. A cause should only be stated when supported by the returned data or information you supply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bing Webmaster Tools to Salesforce. A trigger fires from one place; an action lands in another.
Bing Webmaster Tools 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.
Bing Webmaster Tools and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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