Route carbon removal purchase updates to customer success
Keep customers informed by turning purchase updates that need communication into Salesforce follow-up tasks.
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
A purchase milestone can pass without the customer receiving a timely update.
- Surface customer communication tasks in Salesforce.
- Include relevant purchase context from the request.
- Help prevent milestones from passing without an update.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a customer communication task when the supplied purchase update warrants one.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real purchase milestone and confirm the task is linked appropriately.
Questions about this workflow
Will this send a message to the customer?
No. The selected Salesforce action creates a task for a person to follow up.
Can it act on any purchase update?
The prompt should define which supplied updates merit customer communication and avoid creating tasks for routine updates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Salesforce. A trigger fires from one place; an action lands in another.
Cdr platform 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.
Cdr platform and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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