Keep applicant concerns available with Salesforce context
Record the concerns already described in a request so the next person can review them with the related 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
A handoff can omit important concerns when the receiving team only sees a short status update.
- Keep supplied concerns close to the record used for coordination.
- Summarize only details present in the request.
- Report unclear references before attaching sensitive or consequential context.
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 supplied concerns to include, how to summarize them, and how to require a clear record reference.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request containing appropriate context and an identified Salesforce record.
Questions about this workflow
Does Notis assess candidate risk?
This workflow records information supplied in the request. It does not establish facts or make an assessment beyond your instruction.
What if the Salesforce record is unclear?
Ask Notis to report the request for review and avoid attaching a note to a guessed record.
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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