Attach Cloro findings to Salesforce records
Keep the research behind every sales decision next to the Salesforce record it informs.
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 research gets buried in browser tabs, documents, and chat history.
- Preserve source context
- Give sales teams one research location
- Make handoffs easier
Setup
Build it in a few focused steps.
- 1Connect Cloro and Salesforce in Notis once.
- 2Create the automation from Automations, New Automation.
- 3Tell Notis to identify the matching Salesforce record and create a note with the Cloro findings.
- 4Select the notis_webhook trigger for incoming Cloro research.
- 5Choose where reports go and test with one real payload.
Questions about this workflow
Which Salesforce records can receive a note?
Use the prompt to specify the matching Salesforce record and the available identifier or lookup details.
Can the note include the research date?
Yes. Ask Notis to include the date and any source details present in the Cloro payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloro to Salesforce. A trigger fires from one place; an action lands in another.
Cloro 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.
Cloro and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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