Keep escalated call details with the Salesforce record that needs attention
Send the escalation reason, call summary, and Salesforce record identifier to Notis so the context stays with the right 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
An urgent escalation can lose key details when its summary stays outside the CRM record the team uses.
- Preserve escalation context in Salesforce
- Make the handoff easier for the next person
- Keep the reason for escalation visible
Setup
Build it in a few focused steps.
- 1Connect CallOnTheGo and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe that an escalated call webhook should create a Salesforce note using the supplied summary, escalation reason, and related record identifier.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real escalation and verify the note's content and related record.
Questions about this workflow
Can this detect escalations in CallOnTheGo on its own?
No CallOnTheGo trigger events are listed. Send an HTTP request to the Notis webhook when an escalation needs to be recorded.
Which Salesforce record should receive the note?
Include the identifier of the intended existing Salesforce record. Notis should not guess the record from incomplete call details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CallOnTheGo to Salesforce. A trigger fires from one place; an action lands in another.
CallOnTheGo 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.
CallOnTheGo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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