Keep BTCPay invoice details with the related Salesforce record
Put payment context beside the account, contact, or opportunity your team already uses to understand the customer.
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
Invoice details and customer history live in different places, making it harder to understand the full relationship at a glance.
- Keep payment context alongside an existing Salesforce record.
- Reduce manual copying of invoice details into customer history.
- Use the record reference supplied with the webhook.
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 name it.
- 3Tell Notis to create a note on the existing Salesforce record referenced in each invoice notification, using the received invoice details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real notification that includes a valid Salesforce record ID.
Questions about this workflow
Can this create a Salesforce record if none exists?
No. This workflow creates a note attached to an existing record. The webhook needs to provide a valid Salesforce record ID.
What if the webhook has no Salesforce record ID?
Notis cannot reliably attach the note without an existing record reference. Include a valid ID in the notification or choose a different workflow.
Can the note include invoice information?
Yes. Tell Notis which details to include, and make sure those details are present in the webhook request.
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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