Turn carbon removal purchase updates into Salesforce follow-ups
Send a purchase update to Notis and create a Salesforce task with the next step and relevant Cdr platform details.
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
Purchase details and follow-ups can get lost between sustainability work and customer records.
- Keep purchase follow-ups with the relevant Salesforce record.
- Include the purchase details supplied in the webhook.
- Reduce manual copying between Cdr platform and Salesforce.
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 Salesforce task for a carbon removal purchase update and include the supplied purchase context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real purchase update sent as an HTTP request.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook. Cdr platform has no listed trigger event for this workflow.
What purchase details can the task include?
Notis can use details present in the webhook request. Any missing account, owner, or purchase information must be supplied or looked up separately.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.