Make BTCPay payment issues visible as Salesforce tasks
Payment issues deserve a clear next step. Put the notification details in a task your team can find and complete.
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 payment issue can be noticed in one tool and forgotten before the right person records the follow-up in the CRM.
- Create a Salesforce task when a configured payment issue notification arrives.
- Keep the invoice reference and issue details together.
- Make follow-up work visible in the CRM.
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 task for each payment issue notification and include the received invoice reference and issue details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real payment issue notification.
Questions about this workflow
Which payment issues can trigger this?
The workflow starts when the webhook receives a request. Configure your sender to post the payment issue notifications you want Notis to process.
Can it add an owner or due date?
Include an owner or due date only when the notification or your instruction provides valid values and your Salesforce task setup supports them.
Can this workflow resolve the issue automatically?
This workflow creates a task for follow-up. The task records the issue context, while a person or a separate authorized process handles resolution.
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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