Keep customer search reviews beside customer context
When a customer review is due, trigger a Bing check and save its findings with the Salesforce record you specify.
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
Customer search reviews become harder to use when the results are separated from the customer record and follow-up history.
- Connects a site review to a customer record you identify
- Starts from a webhook request that can include customer context
- Preserves a concise summary for future reference
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, identify the site and Salesforce record, then ask Notis to save a concise Bing review as a note on that record.
- 4Choose a webhook as the trigger and select where run reports should go.
- 5Send one real customer example and verify the note uses the correct site and record.
Questions about this workflow
Can the request identify the customer record?
Yes, include a record identifier or clear matching context in the webhook request or automation instruction.
Does this workflow send a report to the customer?
No. It creates a Salesforce note for internal context and does not send customer communications.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.