Give failed transaction alerts a clear Salesforce next step
A failed transaction can raise customer questions. Turn the alert into a Salesforce task with the reported transaction context.
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 failure alert can demand a response, but without a CRM task the next customer touch may be delayed or forgotten.
- Put customer follow-up into the task queue.
- Keep the reported transaction identifier with the task.
- Use the Salesforce record identified by the alert or instruction.
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 task when a webhook reports a failed transaction, associating it with the identified record when a valid identifier is provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real failure example.
Questions about this workflow
Does the alert identify which customer to contact?
Only if the request includes that information or a reliable Salesforce record identifier. Otherwise the task should be created without an assumed customer association or reported for review.
Can the task include a reason for failure?
Include a reason only when Blocknative supplies it in the request.
What happens if no failed transaction is reported?
The webhook-triggered automation does not run for that absent alert.
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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