Capture customer voice automatically in Salesforce
Customer feedback comes from everywhere—surveys, chat, support tickets, reviews. Notis webhooks let you send that feedback directly into Salesforce as notes attached to accounts or contacts, so the entire team sees customer sentiment.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Customer feedback gets scattered across surveys, emails, chat logs, and support tickets. Nobody systematically reviews it, so customer sentiment is lost or misses critical patterns.
- Centralized feedback: all customer voice is in Salesforce
- Better decisions: teams see feedback patterns in real time
- Never lose feedback: it's permanently documented with the customer
- Improved retention: you catch sentiment changes before churn
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Tell Notis: "Create a webhook that receives customer feedback (text, customer name/email, sentiment) and creates a Salesforce note attached to the related account or contact." Set the trigger to notis_webhook.
- 3Notis provides the webhook URL.
- 4Configure your feedback sources (surveys, Zendesk, Typeform, etc.) to POST data to that URL.
- 5Test by sending sample feedback and confirming notes appear in Salesforce.
Questions about this workflow
Can Notis tag the note by sentiment or category?
Yes. You might say, "If sentiment is negative, mark the note as urgent and notify the account owner." Notis routes based on your criteria.
How does Notis match feedback to the right account or contact?
By email address or company name, usually. You tell Notis the matching criteria in your webhook instruction.
Can multiple feedback sources feed into the same webhook?
Absolutely. All your feedback sources—surveys, support, chat, reviews—can POST to the same webhook, and Notis creates notes for all of it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Salesforce. A trigger fires from one place; an action lands in another.
Jira triggers
Salesforce actions
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Project
Triggered when a new project is added in Jira
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Jira and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.