Keep validation findings with the Salesforce record
When a scan needs a second look, save the reason alongside the relevant Salesforce record.
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
Validation exceptions are harder to resolve when their details are separated from the CRM record they concern.
- Keep exception context with a Salesforce record
- Make review easier to resume later
- Preserve the scan details that explain why an entry needs attention
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 create a Salesforce note for validation exceptions, using the supplied existing Salesforce record ID and capturing the reason and relevant scan details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real validation exception that references an existing Salesforce record.
Questions about this workflow
Does the note action create a Salesforce record?
It creates a note attached to a Salesforce record. Supply the existing record reference and the note content.
Can it decide what counts as an exception?
Describe the validation condition in your instruction and make sure the Codereadr request includes the data Notis needs to assess it.
What if the Salesforce record is not identified?
Tell Notis to skip creating the note and report that the record reference is missing.
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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When this happens · Trigger
Do this · Action
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