Capture WhatsApp contact details in Salesforce
When a conversation provides complete contact details, add them to Salesforce and keep account association tied to an ID supplied in the request.
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
Re-entering contact details after a conversation adds friction and can leave useful contacts outside the CRM.
- Capture usable contact details while they are at hand
- Avoid guessing missing identity or account information
- Reduce repeated manual CRM entry
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 name it for contact capture.
- 3Tell Notis to create a Salesforce contact only when the payload includes a last name, using an account ID only when one is supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real payload containing a last name and, if relevant, a valid account ID.
Questions about this workflow
Can it create a contact if the last name is missing?
The Salesforce action requires contact information. Instruct Notis to skip contact creation when the payload does not include a last name.
Does it match a contact to an account by company name?
This workflow uses an existing account ID supplied in the payload. It should not guess an account association from a company name.
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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