Capture new CDN customer accounts in Salesforce
Turn a verified onboarding request into an account record with the supplied customer details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
A new customer can be provisioned technically before anyone creates the corresponding commercial record.
- Capture verified onboarding details in Salesforce.
- Keep provisioning context available to account owners.
- Reduce manual account creation after technical setup.
Setup
Build it in a few focused steps.
- 1Connect Bunnycdn and Salesforce once in Notis.
- 2Create an automation in the portal or by describing the result.
- 3Specify what makes an onboarding request verified and ask Notis to create the Salesforce account from available details.
- 4Choose the webhook trigger and a report channel.
- 5Test with a real approved onboarding request and check for duplicate accounts.
Questions about this workflow
How can duplicate accounts be avoided?
Provide an existing account reference or ask Notis to look for a matching account before creating a new one. Review ambiguous matches.
What information is required?
The create account action needs an account name. Include other details only when they are available and valid for your Salesforce setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bunnycdn to Salesforce. A trigger fires from one place; an action lands in another.
Bunnycdn 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.
Bunnycdn and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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