Save captured company research on the Salesforce account
Make company research easy to find by saving a concise capture summary directly to its account 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
Company context gets lost when web research is separated from the Salesforce account the team uses.
- Keep company research with the account record.
- Share concise findings with teammates in Salesforce.
- Avoid rewriting captured information by hand.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the account research note flow.
- 3Tell Notis what company findings to summarize and how to identify the matching Salesforce account.
- 4Choose the notis_webhook trigger and report channel.
- 5Test with one real capture and verify the note is on the correct account.
Questions about this workflow
How will the account be selected?
Provide a reliable account identifier or clear matching instruction. If only a company name is available and multiple accounts match, have Notis report the ambiguity.
Can the note include the capture source?
Yes. Ask Notis to include the source page and the findings your team needs to revisit.
What if the page has no useful company information?
Tell Notis to skip note creation and report that the capture did not meet your criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Salesforce. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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