Capture referrals while the context is fresh
Turn a shared referral into a CRM lead and surface missing details before they slow down outreach.
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
Referrals passed along with secure client information are easy to leave in a vault note or conversation instead of the CRM.
- Capture referral details in Salesforce promptly.
- Flag missing required information before creating a lead.
- Keep secure credentials out of the lead record unless explicitly needed.
Setup
Build it in a few focused steps.
- 1Connect 1Password and Salesforce once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it for referral capture.
- 3Tell Notis to create a lead from each incoming referral, check for required lead details such as last name and company, and report missing information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real referral and verify the lead contains appropriate business details only.
Questions about this workflow
Does Salesforce require specific details to create a lead?
The supported create lead action may require fields such as last name and company. Include the needed values in the webhook or have Notis report what is missing.
Should passwords or secrets go into Salesforce?
No. Keep credentials in 1Password. Use the workflow for referral and follow-up context, not for copying secrets into CRM records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Salesforce. A trigger fires from one place; an action lands in another.
1password 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.
1password and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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