Add a transaction status update to its Salesforce opportunity
Keep the on-chain update beside the opportunity it affects, with a note created from the webhook details.
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
Transaction status changes and deal context live in different places, making it easy to lose the connection between them.
- Keep transaction updates near opportunity context.
- Preserve the reported status and transaction identifier in a Salesforce note.
- Avoid manually copying alert details into the CRM.
Setup
Build it in a few focused steps.
- 1Connect Blocknative and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Salesforce note with the status and transaction details, attaching it to the opportunity identified in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real status-change example that includes a valid Salesforce opportunity identifier.
Questions about this workflow
What if the webhook does not identify an opportunity?
Notis needs a valid Salesforce record to attach the note to. Include the opportunity identifier in the request or provide a reliable lookup instruction.
Does the workflow determine whether a transaction is successful?
It records the status reported by Blocknative. It should not label a transaction successful unless that status is included in the supplied data.
What does the webhook trigger mean?
An HTTP request starts the automation. Configure the source to send the relevant transaction status details to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blocknative to Salesforce. A trigger fires from one place; an action lands in another.
Blocknative 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.
Blocknative and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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