Keep vehicle history findings with the account
Bring relevant history research into the CRM record your team already uses.
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
Vehicle history findings can be separated from account conversations and need to be looked up again.
- Preserve vehicle history context in Salesforce
- Make research available during later customer conversations
- Reduce repeated lookups across the team
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 look up the submitted vehicle history with CarsXE and create a Salesforce note on the specified record with the useful findings.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real vehicle history request and an existing Salesforce record.
Questions about this workflow
Which Salesforce record receives the note?
Include the target record in the request or instruction so Notis has a valid Salesforce record to attach the note to.
Will CarsXE provide every kind of vehicle history?
Only include findings returned by the CarsXE lookup. The available history details depend on its data for that vehicle.
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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