Bring existing Salesforce notes into web research reviews
See what your team has already recorded before acting on fresh captured website information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Teams repeat research when prior CRM notes are not easy to find during a new web review.
- Surface relevant context already saved in Salesforce.
- Reduce repeated research across the team.
- Include note findings in a recurring review report.
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 context review.
- 3Describe which supplied CaptureKit findings to use when searching Salesforce notes and how to summarize relevant results.
- 4Choose a notis_cron schedule and a report channel.
- 5Test with one research topic and a note you know exists.
Questions about this workflow
Does this create or edit notes?
No. It lists existing notes matching the search. Use a note creation action for new research summaries.
What research can it search against?
Provide the CaptureKit findings or pages for the scheduled review. The automation needs that context to identify relevant notes.
Could the search return unrelated notes?
It can if the search terms are broad. Tell Notis what makes a note relevant and review the run report.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.