Keep Classmarker results beside the Salesforce relationship
Give your next customer conversation the assessment context it needs by saving a useful Classmarker result summary to Salesforce.
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
Assessment details can be difficult to find later when they are separated from the customer record used for follow-up.
- Keep important result context near the customer relationship.
- Reduce repeated searching across assessment and CRM tools.
- Make future follow-up more informed.
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: summarize the incoming result and save a Salesforce note on the identified record, using only details present in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real result request and a Salesforce record identifier.
Questions about this workflow
What record can receive the note?
The request should identify the Salesforce record. The note action needs a valid target record and content.
Can it infer details missing from the result?
No. Notis can summarize returned details, but must not invent assessment history, scores, or learner identity absent from the request.
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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