Capture WhatsApp inquiries as Salesforce leads
Keep promising WhatsApp conversations from disappearing into the chat stream. Send an inquiry to Notis and create a Salesforce lead from the details provided.
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
Copying prospect details from a chat into Salesforce interrupts the conversation and makes it easy to lose a lead.
- Capture inquiry details without switching to Salesforce
- Keep the original message context available for review
- Reduce missed follow-up opportunities
Setup
Build it in a few focused steps.
- 1Connect 2chat and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Salesforce lead from each webhook's WhatsApp inquiry, using only details present and leaving unknown values blank.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real inquiry payload and review the created lead.
Questions about this workflow
Does this trigger automatically fire for every 2chat message?
No. 2chat has no listed trigger event here. An HTTP request to the Notis webhook starts this automation, so your setup needs to send the inquiry payload to that webhook.
What if the message does not include all lead details?
Notis can use only the details in the payload. The instruction should leave unknown values blank rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Salesforce. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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