Keep unresolved validation findings in Salesforce
Revisit validation findings on a schedule and leave their context on the record that needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a note attached to a record; repeated calls can create duplicate notes.
Why this helps
Validation findings can stay unresolved when they are seen once and then buried in a separate report.
- Bring unresolved findings back into view
- Keep each finding attached to its Salesforce record
- Maintain a readable record of why an entry needs review
Setup
Build it in a few focused steps.
- 1Connect Codereadr and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review Codereadr validation data for unreviewed findings and create a Salesforce note when an existing record ID is supplied.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real unreviewed finding and verify the note is attached to the intended record.
Questions about this workflow
What data is needed to identify unreviewed findings?
Codereadr must provide the finding and a status, timestamp, or other rule that your prompt can use to identify items that remain unreviewed.
Can the note be created without a Salesforce record ID?
The note action attaches content to a record. Tell Notis to skip items without an existing Salesforce record reference.
Does the schedule itself filter the data?
No. State the review criteria in the instruction. Notis triggers on the schedule, then follows the prompt using the available data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Codereadr to Salesforce. A trigger fires from one place; an action lands in another.
Codereadr 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.
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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