Save processed inquiries as Salesforce contacts
Send a clean inquiry to Notis and have its contact details recorded in Salesforce, ready for your next follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Useful inquiries can sit in documents or inboxes while someone manually transfers contact details into Salesforce.
- Capture inquiry details promptly
- Reduce manual copying
- Attach the contact to an account when a valid account ID is supplied
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Describe that each webhook request should create a contact from its processed details.
- 4Choose the webhook trigger and select a report destination.
- 5Test with one real inquiry that includes the required last name.
Questions about this workflow
Can the contact be linked to an account?
Yes. Include the ID of an existing Salesforce account in the request if you want the new contact associated with it.
What does the inquiry need to contain?
It must include a last name. Include other contact details in the request if they should be used for the contact record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Salesforce. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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