Make Engagement Signals Easier to Follow Up On
When a Blackboard usage observation suggests outreach, give it a task and a next step in 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 signal can be noticed without anyone remembering to act on it.
- Create a follow-up task from a submitted engagement signal.
- Keep the reason for outreach close to the task.
- Support timely action without relying on memory.
Setup
Build it in a few focused steps.
- 1Connect Blackboard and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Salesforce task when the Blackboard engagement details you submit indicate outreach is needed.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real signal and review the task details.
Questions about this workflow
Does the workflow decide what counts as an engagement signal?
Describe the conditions you want Notis to apply in the automation instruction and submit the relevant Blackboard details.
Can it compare current usage to prior usage?
Only if you submit both the current usage and the relevant baseline or history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackboard to Salesforce. A trigger fires from one place; an action lands in another.
Blackboard 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.
Blackboard and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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