Create a lead with validated company context
Bring a prospective contact and the company details returned by a VAT check into Salesforce together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
A potential lead and its verified company context can arrive through separate steps, adding manual CRM entry before follow-up.
- Capture supplied lead details in Salesforce after a successful check.
- Keep returned company context with the prospect information provided.
- Reduce manual copying between a validation result and the CRM.
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 validated company leads.
- 3Tell Notis: When a webhook provides a successful 44API VAT validation, company details, and lead details including the required Salesforce lead information, create a Salesforce lead.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real successful result and complete lead details.
Questions about this workflow
What lead information is required?
Salesforce requires the lead information accepted by your organization. The supplied action description identifies lastname and company as required unless person accounts are enabled and company is null.
Does 44API provide lead contact information?
The source description promises available company details, not lead contact details. Include the lead details in the webhook request if you want to create a lead.
Will this create a lead for an unsuccessful validation?
The suggested instruction limits creation to successful validation results. Change that condition only if your team has a defined process for other outcomes.
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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