Attach CheckFlow process reviews to Salesforce
Keep process decisions beside the customer record instead of buried in a checklist history.
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
Important review context is hard to find when it is separated from the Salesforce record.
- Preserve decision context
- Improve account history
- Reduce repeated explanations
Setup
Build it in a few focused steps.
- 1Connect CheckFlow and Salesforce in Notis.
- 2Create an automation for process review submissions.
- 3Tell Notis to create a Salesforce note with the review summary and attach it to the referenced record.
- 4Pick the CheckFlow webhook trigger and report channel.
- 5Test with one real review submission.
Questions about this workflow
Can the note include the original checklist context?
Yes. Notis can summarize the submitted review in the note content.
What if no Salesforce record is referenced?
Notis can report the missing reference instead of attaching the note incorrectly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CheckFlow to Salesforce. A trigger fires from one place; an action lands in another.
CheckFlow 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.
CheckFlow and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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