Keep a research brief with its Salesforce record
Search a company or person, then preserve the useful public findings as a note attached to the Salesforce record you specify.
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
Useful research often lives in a separate document that teammates cannot find when they open the customer record.
- Keep context beside the Salesforce record it supports.
- Make research easier for teammates to find later.
- Save a concise summary instead of a pile of copied links.
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.
- 3Describe the subject to search, the brief format, and the Salesforce record id where the note should be attached.
- 4Choose a webhook trigger and select where Notis should send run reports.
- 5Test with one real subject and an existing Salesforce record.
Questions about this workflow
What do I need to provide to attach the note?
Provide an existing Salesforce record identifier for the record where the note belongs.
Will the note include source links?
Ask Notis to include relevant URLs when Ceramic returns them. The workflow should only use sources available in the search results.
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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