Keep Check Cherry booking details in Salesforce notes
Make important client preferences available wherever your team works.
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
Special requests and event context disappear when they stay in a separate system.
- Preserve client preferences
- Give delivery teams context
- Reduce repeated questions
Setup
Build it in a few focused steps.
- 1Connect Check Cherry and Salesforce in Notis.
- 2Create an automation named Booking note archive.
- 3Tell Notis to create a Salesforce note with the Check Cherry booking summary, preferences, and special requests, attached to the supplied record.
- 4Choose notis_webhook as the trigger and connect the booking webhook.
- 5Choose a report channel and test with one booking containing notes.
Questions about this workflow
What can the note contain?
It can contain any booking details included in the webhook payload, such as preferences, venue notes, and requests.
Where is the note attached?
Tell Notis which Salesforce record id to use when the payload includes one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Check Cherry to Salesforce. A trigger fires from one place; an action lands in another.
Check Cherry 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.
Check Cherry and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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