Track customer follow-up for security issues in Salesforce
Send a security issue event to Notis with the customer context needed, and let your instruction define whether a Salesforce follow-up task is appropriate.
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
Security related customer communication can be missed when issue tracking and account follow-up happen in separate places.
- Connect issue context to customer follow-up
- Avoid creating tasks for issues with no customer impact
- Keep the next action visible in Salesforce
Setup
Build it in a few focused steps.
- 1Connect Bitbucket and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3In one instruction, define the supplied evidence that warrants customer follow-up and the task details to record.
- 4Choose the Notis webhook trigger and choose where run reports should go.
- 5Test with one real issue example and confirm the task is accurate.
Questions about this workflow
Does this notify customers about a security issue?
No. This workflow creates an internal Salesforce task. It does not send customer communications.
Should all security issues create a task?
No. Tell Notis what customer relevance or response criteria apply, and provide the customer context needed for a sound decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitbucket to Salesforce. A trigger fires from one place; an action lands in another.
Bitbucket 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.
Bitbucket and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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