Make package policy exceptions a tracked follow-up
A policy exception should lead to a clear review step, with its reason and affected package recorded.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a task to track activities, to-dos, or follow-ups related to records.
Why this helps
Exceptions can be approved or discussed informally, then lose their owner and follow-up date.
- Create a visible Salesforce follow-up for an exception.
- Keep the package and exception reason in the task details.
- Give the team a record to revisit during customer or governance reviews.
Setup
Build it in a few focused steps.
- 1Connect Cloudsmith and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce task for the matching account or opportunity when an exception webhook arrives, using the exception reason and package details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real exception webhook and confirm the task details.
Questions about this workflow
Does this approve or change the Cloudsmith exception?
No. The Salesforce action creates a task to review the exception; it does not change Cloudsmith policy.
Can Notis set a due date?
Ask for a due date in your instruction if the webhook includes one or provide a default that fits your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudsmith to Salesforce. A trigger fires from one place; an action lands in another.
Cloudsmith triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Create a new account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort query job
Add contact to campaign
Add a contact to a campaign to track engagement.
Add lead to campaign
Add a lead to a campaign to track engagement.
Add product to opportunity
Add a product to an opportunity using its associated price book.
Apply lead assignment rules
Apply lead assignment rules to route a lead to its appropriate owner.
Associate contact to account
Associate a contact with an account, replacing any existing account association.
Clone opportunity with products
Clone an opportunity, optionally including its products.
Connect any two apps with Notis in the middle.
Cloudsmith and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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