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Notis

Turn release-related errors into trackable investigation work

When an incoming error includes version or release information and meets your investigation criteria, create a Salesforce task with the reported details.

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

Release clues can be buried in error reports, making it harder to follow up on patterns that may affect customers.

  • Bring reported release context into a tracked task.
  • Make investigation criteria explicit in the automation instruction.
  • Avoid claiming a regression unless the provided evidence supports it.

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 release investigation.
  • 3Tell Notis in one instruction what reported release or version details qualify for a task, and to include only the context present in the error.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real error containing release context and review the created task.

Questions about this workflow

Does this prove a release caused the error?

No. The automation can record reported release context, but it should not state causation unless the source provides that conclusion.

What if no version is included?

Have Notis skip the release-specific task or report that version context is missing, according to your instruction.

Does Bug Recorder supply a release trigger?

No dedicated Bug Recorder trigger event is listed. This workflow starts from a Notis webhook receiving the error data.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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