Save captured website findings on the related Salesforce record
Keep useful webpage context with the account, contact, or other Salesforce record your team already works from.
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
Web findings are hard for teammates to use when they stay in an individual browser session.
- Put useful web context beside a related CRM record.
- Create a readable note from structured capture information.
- Share research without forwarding browser tabs.
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 web findings workflow.
- 3Tell Notis what to include in the note and how to identify the Salesforce record to attach it to.
- 4Choose the notis_webhook trigger and select a report channel.
- 5Test with one real capture and verify the note is attached to the intended record.
Questions about this workflow
Can the note attach to different kinds of Salesforce records?
Specify the type of record and a reliable identifier in the prompt or request. Notis needs enough information to attach the note correctly.
What should I put in the note?
Ask for a concise summary of the relevant captured findings, with the source page or other context you want teammates to see.
What happens if the record cannot be identified?
Tell Notis to skip the note and report the missing or ambiguous record details.
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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