Turn External Events Into Salesforce Tasks Automatically
Important events happen in your tools—form submissions, support tickets, webinar signups—but they don't trigger action in Salesforce. Notis lets any external system send a webhook to create tasks instantly so your team jumps on opportunities right away.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Key events happen but your Salesforce team never knows. Leads go cold because follow-up tasks aren't created until someone manually adds them.
- Events from any system instantly create tasks in Salesforce
- Your team acts immediately without manual task creation
- No context-switching—work appears in your CRM automatically
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis (one-time setup)
- 2Create an automation: 'When a webhook request arrives with event data, create a task in Salesforce with details from the event, assigning it to the appropriate team member.'
- 3Select the trigger type: Notis webhook
- 4Copy the webhook URL that Notis generates
- 5Configure your external system (webform, support platform, etc.) to send webhook data to this URL when events occur, then test
Questions about this workflow
What kind of events can trigger the webhook?
Any event: form submission, support ticket, webinar signup, button click, etc. Your external system just needs to send an HTTP POST to the webhook URL.
How do I know the task was created from the webhook?
Notis includes the event data in the task details. You can add a tag like '#webhook-triggered' to identify automated tasks.
Can I route tasks to different people based on the event type?
Yes. Add logic to your prompt: 'If the event is a support ticket, assign to the support team. If it's a sales inquiry, assign to sales.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Salesforce. A trigger fires from one place; an action lands in another.
Stripe triggers
Salesforce actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
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 Stripe and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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