Keep review decisions and rationale with Salesforce context
Preserve the decision and rationale included in a Breezy HR request as a note on the relevant Salesforce record.
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
Teams can revisit the same decision when its rationale is missing from the record they use to coordinate follow-up.
- Keep decision context with the relevant Salesforce record.
- Summarize the rationale included in the request.
- Avoid guessing when a decision or record reference is absent.
Setup
Build it in a few focused steps.
- 1Connect Breezy HR and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language, then name it and describe the outcome.
- 3In one instruction, define which decision details to include and require a clear Salesforce record reference before creating a note.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request containing a decision, rationale, and record reference.
Questions about this workflow
Can Notis invent a reason when the request has no rationale?
No. Ask Notis to include only rationale supplied in the request and report when it is missing.
Which decisions will create a note?
State the decision types in your instruction and the Salesforce record each type should reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breezy Hr to Salesforce. A trigger fires from one place; an action lands in another.
Breezy 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.
Breezy Hr and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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