Find payment references that need attention in Salesforce notes
A recurring review can help catch gaps between the invoice trail and the notes your team relies on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Payment references in CRM notes can become incomplete or inconsistent, and manual spot checks are easy to skip.
- Review existing Salesforce notes alongside available invoice data.
- Spot missing or inconsistent references for follow-up.
- Use run reports to keep findings easy to review.
Setup
Build it in a few focused steps.
- 1Connect BTCPay Server and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the review.
- 3Tell Notis to review relevant Salesforce notes and available BTCPay invoice details, then report missing or inconsistent references without changing records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real note and its corresponding invoice data.
Questions about this workflow
Does this workflow edit Salesforce notes?
No. The instruction is to report findings only. Use a separate workflow if you want Notis to make changes after a review.
What counts as an inconsistent reference?
Define the fields or invoice identifiers that matter to your process in the automation instruction. Notis can only compare information available from the connected services.
Can it audit every Salesforce note?
The Salesforce action lists notes using a SOQL query. Scope the review to relevant notes and confirm the connected action can return the records you need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Btcpay server to Salesforce. A trigger fires from one place; an action lands in another.
Btcpay server 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.
Btcpay server and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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