Add a contact with the company check context
Keep a prospective contact connected to the company details gathered during a VAT check.
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
Contact details and company validation context can be split across tools, making CRM entry slower and less reliable.
- Create a Salesforce contact from supplied contact details.
- Use an existing account ID to associate the contact when available.
- Keep company validation context available for the next conversation.
Setup
Build it in a few focused steps.
- 1Connect 44API and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for VAT checked contacts.
- 3Tell Notis: When a webhook provides a 44API validation result and contact details, create a Salesforce contact; associate it with the supplied existing account ID when one is provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real validation result, complete contact details, and an existing account ID if you want the contact associated.
Questions about this workflow
Does 44API return contact information?
The source description says it returns available company details. Provide contact details in the webhook request if they are not part of that result.
Can a contact be associated with a new account created by another workflow?
Only if the request includes a valid Salesforce account ID. The contact action expects an existing account when an account ID is supplied.
What if there is no account ID?
The workflow can create a contact from the supplied contact details, subject to your Salesforce organization's required fields and rules.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Salesforce. A trigger fires from one place; an action lands in another.
44API 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.
44API and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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