Escalate high-value pending transactions into Salesforce
Set a value threshold that matters to your business and make those pending transaction alerts visible in the Salesforce task queue.
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
High-value pending items can be buried among routine alerts, increasing the chance that the right person misses them.
- Focus task creation on transactions meeting your threshold.
- Keep the transaction value and identifier in the task when provided.
- Make the review queue more intentional.
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 for pending transactions above your specified value threshold, including the reported amount and transaction identifier.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real alert above the threshold and one below it.
Questions about this workflow
Where does the threshold come from?
You provide it in the instruction. Choose a value and currency or unit that match the data Blocknative returns.
What if a webhook omits the transaction value?
Notis cannot evaluate the threshold without a value. The run should report that the alert could not be assessed.
Can the task be attached to an opportunity?
Yes, if the request or your instruction reliably identifies a valid Salesforce opportunity.
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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