Create a Salesforce follow-up task from a paid BTCPay invoice
A payment notification can become the next clear action in Salesforce, without switching tools to log it manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A paid invoice arrives, but the customer follow-up still depends on someone remembering to open Salesforce and create a task.
- Capture the payment follow-up while the invoice is top of mind.
- Include invoice details from the webhook in the task description.
- Keep customer communication work visible in Salesforce.
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 Salesforce follow-up task for each paid invoice notification, including the invoice details received.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real paid invoice notification.
Questions about this workflow
What information can Notis put in the task?
Notis can use details included in the webhook request, such as an invoice identifier or amount. Include the specific details you want in the automation instruction.
Does this detect paid invoices on its own?
The workflow starts when the configured Notis webhook receives an HTTP request. Configure BTCPay Server or an intermediary to send the paid invoice notification to that webhook.
Will the task be assigned to a particular Salesforce user?
Only specify an owner if you have a valid Salesforce user identifier and the task action supports it in your connected setup. Otherwise, ask Notis to create the task with the available payment context.
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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