Keep a concise CDN health summary with the customer record
Bring a useful snapshot of delivery activity into Salesforce for upcoming account conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Account reviews often require someone to retrieve and translate operational data at the last minute.
- Capture a readable summary from available analytics.
- Give account owners operational context before customer conversations.
- Reduce last minute data gathering.
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 summary you need.
- 3Ask Notis to summarize available analytics for identified customers and create a Salesforce note with the period and evidence.
- 4Choose a recurring schedule and report destination.
- 5Test one run and verify that the note does not imply unavailable baselines or metrics.
Questions about this workflow
Can this calculate month over month changes?
Only when the workflow has comparable data for both periods. If prior-period data is unavailable, the summary should say so.
What account reference is needed?
Provide a reliable Salesforce account identifier or an unambiguous customer reference in the available context.
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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