Log directory listing changes on Salesforce records
Keep account and contact context close at hand by turning meaningful listing updates into Salesforce notes.
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
Listing changes can be easy to miss when updates live in the directory but the account conversation happens in Salesforce.
- Preserve listing update context on a Salesforce record
- Make changes easier to find during account follow-up
- Avoid repeated searches across tools
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Salesforce once in the Notis portal.
- 2Create a Notis automation and instruct it to add a note for relevant listing changes.
- 3Choose a Notis webhook trigger for the listing change request.
- 4Select the report channel and test with one listing update and a known Salesforce record.
Questions about this workflow
Does the note attach to a record automatically?
The Salesforce note action needs a Salesforce record to attach to. Include an identifier in the incoming request or provide a reliable lookup instruction.
Will every listing field be available?
Notis can use only the data included in the webhook request and any Salesforce data retrieved through available actions. Supply any missing baseline or history explicitly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Salesforce. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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