Turn competitor news into a clear next step
Send a competitor or market topic to Notis. It searches public web content and creates a Salesforce task so the finding has an owner and follow-up point.
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
Competitor updates get noticed in the moment, then disappear before anyone decides what to do next.
- Convert a research prompt into a trackable next action.
- Keep competitor findings linked to the team's Salesforce follow-up process.
- Avoid leaving useful updates buried in a browser tab.
Setup
Build it in a few focused steps.
- 1Connect Ceramic and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3In one instruction, specify the competitor topic to search, how to summarize relevant findings, and what follow-up task to create.
- 4Choose a webhook trigger and select where Notis should send run reports.
- 5Test with one real competitor update query and review the task.
Questions about this workflow
What information should I send to the webhook?
Include a competitor name or market topic, plus any context Notis needs to make the follow-up task useful.
Can it determine an owner or due date automatically?
Only if you provide a rule or the request includes that information. Otherwise, avoid relying on unavailable ownership or timing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ceramic to Salesforce. A trigger fires from one place; an action lands in another.
Ceramic 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.
Ceramic and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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