Keep exam follow-up moving from Classmarker to Salesforce
Send a Classmarker completion event to Notis and turn it into a focused Salesforce follow-up, without rebuilding context by hand.
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
Exam outcomes can arrive separately from sales follow-up, leaving founders to remember who needs attention and why.
- Capture a follow-up while the exam result is fresh.
- Reduce manual handoffs between assessment and customer tracking.
- Keep the task focused on an actionable next step.
Setup
Build it in a few focused steps.
- 1Connect Classmarker and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: review each exam completion event and create a Salesforce task with the learner context and a suggested follow-up.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real Classmarker completion event.
Questions about this workflow
Does Classmarker provide a native trigger in Notis?
No. Classmarker has no listed trigger events, so this workflow starts from a Notis webhook that receives an HTTP request.
Does this automatically match the learner to a Salesforce record?
Not necessarily. The automation can use identifiers in the event to find context, but the event must include enough information to identify the relevant Salesforce record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Classmarker to Salesforce. A trigger fires from one place; an action lands in another.
Classmarker 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.
Classmarker and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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