Keep donation context with the right record
Save submitted donation context alongside the Salesforce record your team already uses.
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
Donation updates can be separated from the account or contact your team needs to understand them.
- Keep the submitted context attached to a record
- Reduce context switching during follow-up
Setup
Build it in a few focused steps.
- 1Connect ChMeetings and Salesforce once in Notis.
- 2Create an automation in Automations or tell Notis from any channel.
- 3Ask Notis to create a Salesforce note from donation context and attach it to the record ID supplied.
- 4Choose the webhook trigger and a report destination.
- 5Test using one real donation update and a valid Salesforce record ID.
Questions about this workflow
Does this create a donation or financial transaction in Salesforce?
No. The selected action creates a note. It does not create a payment or donation transaction.
What is needed to attach the note?
The request must include the ID of an existing Salesforce record to attach the note to.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chmeetings to Salesforce. A trigger fires from one place; an action lands in another.
Chmeetings 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.
Chmeetings and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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