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Notis

Turn Bolt temperature alerts into Salesforce follow-up tasks

When a sensor alert needs human attention, put the next step where your team already tracks follow-up.

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

Sensor alerts can disappear in a stream of notifications before anyone records who will investigate.

  • Record an owner-facing follow-up in Salesforce when a Bolt alert arrives.
  • Keep sensor details and alert context with the task.
  • Reduce the chance that an alert is noticed but never assigned.

Setup

Build it in a few focused steps.

  • 1Connect Bolt IoT and Salesforce once in the Notis portal.
  • 2Create an automation by telling Notis the task outcome you want.
  • 3Describe which incoming temperature alerts should create a Salesforce task and what alert details to include.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real Bolt alert and confirm the task appears in Salesforce.

Questions about this workflow

What starts this automation?

An HTTP request to the Notis webhook starts it. Configure your Bolt-connected system to send the alert payload to that webhook.

Can Notis assign the task to a specific Salesforce user?

Describe the owner or assignment rule in your instruction. The task action can create a task, but the payload and Salesforce setup must support the details you request.

What if the alert does not include a sensor name?

Notis can only include details supplied in the incoming payload or available from Bolt. Have the sending system include the sensor identity if you need it on the task.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bolt iot to Salesforce. A trigger fires from one place; an action lands in another.

Bolt iot triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Bolt iot and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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