Turn cat inquiries into Salesforce follow-up tasks
When a visitor asks about a cat feature, get a follow-up task into Salesforce without copying the request by hand.
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
Interesting inquiries get lost between the cat experience and the sales queue, leaving founders to reconstruct who needs a reply.
- Capture the inquiry while its context is fresh.
- Give the team a clear next step in Salesforce.
- Reduce manual copying between the cat experience and CRM.
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 follow-up task from each cat inquiry, including the visitor's request and relevant contact details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real inquiry and confirm the task has useful context.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Cats does not provide trigger events in this setup.
Does this create a lead in Salesforce?
No. It creates a Salesforce task. The task can include the inquiry details, but it does not create a lead record.
What if the webhook does not include contact details?
Notis can only use the information in the request. Include whatever contact details are available in the webhook payload.
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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