Keep call context attached to its Salesforce record
Record the useful details from a Callingly event as a Salesforce note, ready for the next person who opens the record.
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
Call outcomes can stay buried in call history, leaving the CRM without context for the next conversation.
- Keep call context with the relevant Salesforce record.
- Avoid retyping a concise call summary.
- Make handoffs easier when the event includes an existing Salesforce record id.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a Salesforce note from the call outcome and attach it using the Salesforce record id supplied in the event.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real call event that includes a valid Salesforce record id.
Questions about this workflow
Does the workflow find the Salesforce record by phone number?
The listed note action attaches a note to a record. Supply the existing Salesforce record id in the webhook event for a grounded attachment.
What if the event has no record id?
The automation should report that it needs a Salesforce record id rather than guess which record to update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Salesforce. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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