Keep cat experience feedback with its Salesforce record
Save the useful details from a cat interaction where your team will find them later: on the related Salesforce 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
Feedback shared in a playful cat experience can disappear before the next customer conversation if it never reaches the CRM.
- Keep feedback beside the relevant CRM record.
- Preserve interaction context for a later conversation.
- Avoid manually rewriting feedback as a Salesforce note.
Setup
Build it in a few focused steps.
- 1Connect Cats and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce note from cat interaction feedback and attach it to the related record when its record ID is provided.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real feedback example and verify the note is attached to the intended record.
Questions about this workflow
What information is needed to attach the note?
The webhook request needs to provide a valid Salesforce record ID for the record the note should relate to.
Can this find the right Salesforce record from a name alone?
A name may not uniquely identify a record. Provide its Salesforce ID or enough context for Notis to identify the intended record reliably.
Does Cats send feedback events directly to Notis?
No Cats trigger events are listed here. This workflow starts when an HTTP request reaches the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cats to Salesforce. A trigger fires from one place; an action lands in another.
Cats 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.
Cats and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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