Keep important email context with the Salesforce record
Preserve decisions, risks, and customer context from an important message as a readable Salesforce note, without copying the whole inbox into your CRM.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Useful customer details stay trapped in email threads that teammates may not know to search.
- Keep key context alongside a Salesforce record.
- Summarize the useful details instead of duplicating a long thread.
- Avoid attaching a note when the matching record is unclear.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a concise Salesforce note for new emails containing material customer context, and attach it only when the matching Salesforce record is clear from the message.
- 4Pick the Outlook New Outlook Message trigger and choose where run reports should go.
- 5Test with one real customer email and confirm the note is attached to the intended record.
Questions about this workflow
Will Notis attach the note to the right record automatically?
Ask Notis to attach it only when it can identify the matching Salesforce record confidently. Otherwise, it should skip the note or report that the record needs attention.
Does this store the entire email?
The instruction can ask for a concise summary of the useful context. It should preserve relevant facts and avoid adding details not present in the message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Salesforce. A trigger fires from one place; an action lands in another.
Outlook triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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