Bring unmatched BTCPay payments into a Salesforce review task
Give payment exceptions a visible owner and next step instead of leaving them buried in separate systems.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
When payment and CRM data do not line up, reconciliation can become a quiet backlog with no clear next action.
- Surface payment records that need human review.
- Keep reconciliation work visible in Salesforce.
- Use a recurring check to reduce forgotten exceptions.
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 reconciliation outcome.
- 3Tell Notis to compare available BTCPay payment data with Salesforce records and create a task for items it cannot match confidently.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example that is known to need review.
Questions about this workflow
Can Notis identify the right Salesforce customer from an invoice?
Only when the connected data includes a reliable shared identifier, such as a customer reference supplied in the invoice or payment data. Ask Notis to flag uncertain matches for review.
Does BTCPay provide payment history for this scheduled check?
The workflow depends on the BTCPay connection exposing the relevant payment data. Confirm that the needed invoice history and identifiers are available in your connected account.
Will it create a task for every payment?
No. The instruction should ask Notis to create tasks only for records that meet your review criteria, such as missing or ambiguous Salesforce matches.
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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