Keep relevant Bugbug evidence on the Salesforce account
Give account teams a useful record of test evidence without asking them to search through a separate testing tool.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Customer conversations can lack the test evidence that explains a reported issue or a verified fix.
- Puts relevant evidence near account history
- Makes issue and fix context easier to retrieve
- Supports cleaner handoffs between engineering and customer teams
Setup
Build it in a few focused steps.
- 1Connect Bugbug and Salesforce once in the Notis portal.
- 2Create an automation and name it for account test evidence.
- 3Tell Notis to summarize the supplied Bugbug evidence and attach it as a note to the Salesforce account identified in the webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real evidence payload and verify the account and note content.
Questions about this workflow
Can the note include a test link?
Yes, if the webhook includes a link. Ask Notis to include it in the note.
Will this attach notes to every account?
It should attach a note only when the payload clearly identifies the intended account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bugbug to Salesforce. A trigger fires from one place; an action lands in another.
Bugbug 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.
Bugbug and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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