Turn recall checks into Salesforce follow-ups
A recall lookup can become a clear next step instead of another item to remember.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Recall results may need quick attention, yet a lookup alone does not remind anyone to act.
- Create a CRM reminder tied to the submitted vehicle request
- Include relevant recall findings in the task context
- Keep follow-up work visible alongside Salesforce activity
Setup
Build it in a few focused steps.
- 1Connect CarsXE and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to check the submitted VIN with CarsXE and create a Salesforce task that summarizes the recall result and requested follow-up.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real VIN and review the task.
Questions about this workflow
Does a task get created for every VIN?
The automation follows your instruction. You can ask Notis to create a task only when the lookup result warrants follow-up.
Does the task send a recall notice to the vehicle owner?
No. The listed Salesforce action creates an internal task; it does not send a customer notification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CarsXE to Salesforce. A trigger fires from one place; an action lands in another.
CarsXE 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.
CarsXE and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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