Set up payment notifications from a completed sales task
When a sales task marks the right moment to enable payment monitoring, register the BTCPay Server webhook from the same workflow.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Register a Webhook
Tool to register a new webhook. use when you need to receive store event notifications.
Why this helps
Payment notifications can be overlooked when enabling them is an untracked setup step after a sales milestone.
- Tie webhook registration to a recorded Salesforce task event.
- Reduce forgotten payment notification setup after a sales milestone.
- Keep the intended store and event details in the automation prompt.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and BTCPay Server once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, describe which task event should prompt Notis to register a store webhook and provide the store and notification details.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports go.
- 5Test with one real qualifying task and verify the webhook in BTCPay Server.
Questions about this workflow
Can I make this run only for a particular completed task?
The trigger supports optional filtering by task Status or Subject where available. Choose the trigger settings that fit the task you use as the milestone.
What webhook event will be registered?
Specify the store and desired store event details in your instruction. Use only event types supported by your BTCPay Server setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Btcpay server. A trigger fires from one place; an action lands in another.
Salesforce triggers
Btcpay server actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Payment Request
Tool to create a new payment request for a store. use after confirming store id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Store
Tool to create a new store in btcpay server. use when you need to provision a new store before processing transactions.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create BTCPay Server User
Tool to create a new btcpay server user. use when you need to register a new user programmatically as an administrator.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Register a Webhook
Tool to register a new webhook. use when you need to receive store event notifications.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Delete API Key
Tool to revoke a specific api key. use when you need to remove an api key to immediately prevent its use. call after identifying the key to revoke.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Payment Request
Tool to delete a specific payment request. use when you need to archive/remove an existing payment request for a store.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Store Payout
Tool to delete a specific payout from a store. use when you need to cancel a payout no longer needed.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get API Key
Tool to retrieve the current api key. use after authentication to get api key details.
Connect any two apps with Notis in the middle.
Salesforce and Btcpay server, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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