Give important errors a clear next step
When a Bug Recorder webhook signals an error that needs attention, create a Salesforce task with the available context so follow-up does not disappear into monitoring noise.
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
Teams may notice an error but still lack a tracked owner-facing action to investigate or coordinate customer impact.
- Convert a qualifying error into a trackable Salesforce activity.
- Keep the diagnostic summary with the follow-up task.
- Avoid creating tasks for every event by instructing Notis which errors warrant action.
Setup
Build it in a few focused steps.
- 1Connect Bug Recorder and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for error follow-up.
- 3Tell Notis in one instruction which incoming errors merit a Salesforce task and what available context to include.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualifying error and confirm the task details are useful.
Questions about this workflow
Will every error create a task?
The instruction can define which errors warrant a task. Avoid assumptions about severity if Bug Recorder does not include a severity signal.
Can Notis assign an owner automatically?
Only if the incoming data or instruction provides a reliable basis for the assignment. Otherwise, leave ownership to your Salesforce process.
What details can the task include?
Notis can use the error information present in the webhook, such as its message or diagnostic identifiers, and should not invent missing context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bug Recorder to Salesforce. A trigger fires from one place; an action lands in another.
Bug Recorder 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.
Bug Recorder and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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