Find Salesforce accounts from a webhook request
Ask for the accounts relevant to the task and get a focused result without leaving your current flow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Manual account searches break concentration, especially when the criteria change from one task to the next.
- Start a search only when the information is needed
- Ask for criteria in plain language
- Keep results available in one report
Setup
Build it in a few focused steps.
- 1Connect Bitwarden and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis what account criteria to search and how to summarize matching records.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real example request.
Questions about this workflow
Can I pass search criteria in the webhook request?
A webhook starts the automation. Define the expected request details in the prompt and verify them with a real example.
Will this create or change accounts?
No. The selected action lists accounts and does not create or update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitwarden to Salesforce. A trigger fires from one place; an action lands in another.
Bitwarden 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.
Bitwarden and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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