Turn checked inquiries into Salesforce contacts
Keep contact capture moving by checking an email and using the inquiry details to create the contact.
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
Copying an inquiry into Salesforce before checking its contact details creates avoidable follow-up work.
- Check the supplied email as part of contact intake.
- Create a contact from submitted details.
- Reduce repeated entry from inquiry to CRM.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Salesforce once in the Notis portal.
- 2Create an automation for validated inquiry contacts.
- 3Tell Notis to validate the supplied email with Abstract and create a Salesforce contact from the submitted details when your stated criteria are met.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real inquiry and verify the contact details.
Questions about this workflow
What if the email fails validation?
Tell Notis whether to skip contact creation or create a review task in that case. This workflow's action creates contacts only when your criteria are met.
What Salesforce fields may be required?
Salesforce configuration differs by organization. Provide required contact details, including a last name where your org requires it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Salesforce. A trigger fires from one place; an action lands in another.
Abstract 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.
Abstract and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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