Carry employee role changes into account context
Give account owners the transition details they need when a customer-facing colleague changes roles.
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
Role changes can leave account teams unsure who owns a relationship or what handoff context matters.
- Keep supplied role-change context beside the relevant account.
- Help account owners prepare for relationship handoffs.
- Avoid searching through separate HR and CRM conversations.
Setup
Build it in a few focused steps.
- 1Connect Breathe HR and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to add a Salesforce note to the account named in a role-change update, using only the transition details provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real role-change example and confirm the note is attached to the intended account.
Questions about this workflow
Will Notis find the related Salesforce account automatically?
The prompt can ask Notis to use supplied account details, but the update should include enough information to identify the intended account.
Can it change account ownership?
No. This workflow creates a note. The allowed Salesforce actions here do not include changing account ownership.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breathe HR to Salesforce. A trigger fires from one place; an action lands in another.
Breathe HR 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.
Breathe HR and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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