Keep account research beside the Salesforce record
Ask Notis to gather what your team knows in Cody, then save a focused summary to the Salesforce account you name.
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
Company context is scattered across documents, so account owners lose time searching before a call.
- Bring internal research into the account record
- Make call preparation easier
- Keep the note focused on the question asked
Setup
Build it in a few focused steps.
- 1Connect Cody and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the research question and ask Notis to create a concise note on the Salesforce account ID in the request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real account ID and a question.
Questions about this workflow
What starts this workflow?
An HTTP request starts the Notis webhook automation.
What account does it use?
Include the Salesforce account ID in the request so the note is attached to the intended record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Salesforce. A trigger fires from one place; an action lands in another.
Cody 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.
Cody and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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