Turn event registrations into cleaner Salesforce leads
Send a registration to Notis, check the details with Addressfinder, and capture the event context on a new Salesforce lead.
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
After an event, teams often spend more time fixing registration data than following up with attendees.
- Reduce lead cleanup after events
- Keep event source context on the lead
- Get verified attendee details into Salesforce promptly
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to validate the registrant's available details with Addressfinder and create a Salesforce lead with the supplied event source and company context when usable.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real registration and review the created Salesforce lead.
Questions about this workflow
Does Addressfinder verify event attendance?
No. It checks address and contact data. The request supplies the event and attendance context.
What if the registration has no company?
Provide an appropriate company value or process the request according to your Salesforce lead requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Salesforce. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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