Turn verified inbound emails into Salesforce leads
Send an inquiry to Notis. It checks the email with Abstract and creates a lead when the address is valid.
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
Manually checking email addresses before entering new prospects in Salesforce slows down lead capture.
- Catch invalid email addresses before they enter Salesforce.
- Capture qualified inquiries without switching between tools.
- Leave unverified inquiries out of the lead queue.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to validate the submitted email with Abstract and create a Salesforce lead only if it is valid.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real inquiry and review the run report.
Questions about this workflow
What information must the webhook provide?
Include an email address and the lead details you want Notis to use, such as name and company. Salesforce may require additional fields based on your setup.
Does Abstract create the lead?
No. Abstract validates the email. Notis uses the result to decide whether to run the Salesforce create lead action.
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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