Keep package vulnerability details with the Salesforce record
Put the package, severity, and remediation context beside the customer relationship it affects.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a note attached to a record; repeated calls can create duplicate notes.
Why this helps
Security findings and customer conversations often live in separate systems, making it hard to recover the full context.
- Keep vulnerability details with the relevant Salesforce record.
- Preserve package and remediation context for later conversations.
- Make security follow-up easier to find.
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 note on the matching Salesforce record using the package, vulnerability, severity, and remediation details in the webhook.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real vulnerability webhook and verify the note.
Questions about this workflow
Does Cloudsmith send a trigger directly to Notis?
No native Cloudsmith trigger is listed here. An HTTP request from a configured sender starts this automation.
What if the webhook does not identify a Salesforce record?
Include an identifier or describe how Notis should match the affected customer. If the payload lacks enough information, supply the matching rule in the instruction.
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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