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Notis

Give urgent Bing crawl issues a clear owner and next step

Start a focused crawl review when your team sends a webhook, then put actionable follow-up into Salesforce.

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

A crawl issue raised in a separate alert can be acknowledged and then forgotten without a clear follow-up.

  • Turns urgent findings into Salesforce follow-up tasks
  • Carries the available URL and crawl evidence forward
  • Lets an existing system or person start the review by HTTP request

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 Bing crawl information and create a Salesforce task only for urgent actionable issues, with the URL and evidence.
  • 4Choose a webhook as the trigger and select where run reports should go.
  • 5Send one real example request and confirm the task reflects the supplied issue.

Questions about this workflow

Does Bing send the webhook?

No Bing trigger event is listed. A webhook is an HTTP request that starts the Notis automation, and must be sent by a system or person you choose.

How does Notis decide what is urgent?

Describe the criteria in your instruction or provide them with the request. Notis should not invent severity from unavailable data.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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