Keep onboarding survey feedback with the Salesforce record
Bring a customer's onboarding feedback into the record your team checks when helping them.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Onboarding feedback can be separated from account context, making it harder to respond to a specific concern.
- Keep onboarding context near the relevant record
- Make concerns easier for the team to find
- Support timely human follow-up
Setup
Build it in a few focused steps.
- 1Connect Typeform and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name and prompt.
- 3In one instruction, describe which onboarding comments to save and how to identify the related Salesforce record.
- 4Pick the Typeform New Form Response trigger and choose where run reports should go.
- 5Test with one real survey response and verify the note attachment.
Questions about this workflow
Can Notis decide which comments are actionable?
Describe what counts as actionable, such as a stated blocker or request for help. The response must include enough detail to apply that guidance.
What if a respondent cannot be matched to a Salesforce record?
Tell Notis to skip the note and report the missing or unclear record match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Salesforce. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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