Know who reported the issue before following up
Retrieve the identified Salesforce contact and keep the person behind the report in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get contact
Retrieves a specific contact by id from salesforce, returning all available fields.
Why this helps
Customer follow-up can stall when the team has to stop and find the reporter's CRM record.
- Bring contact context into the follow-up process.
- Reduce manual contact searches.
- Keep customer communication grounded in the CRM record.
Setup
Build it in a few focused steps.
- 1Connect BugHerd and Salesforce once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve the Salesforce contact identified in the report and summarize details relevant to follow-up.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with a report containing a valid Salesforce contact ID.
Questions about this workflow
Does this send a message to the contact?
No. It only retrieves contact information for the team.
What if the contact ID is missing?
Have Notis report that it needs a contact identifier instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bugherd to Salesforce. A trigger fires from one place; an action lands in another.
Bugherd 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.
Bugherd and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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