Turn submitted affiliate partner prospects into Salesforce leads
Capture prospective partners in Salesforce when their details are supplied to your Notis webhook, ready for qualification and outreach.
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
Prospective affiliate partners can be overlooked when their contact details stay in an intake form or report.
- Creates a Salesforce lead from submitted prospect details.
- Keeps partner outreach candidates in the team's lead workflow.
- Makes qualification and follow-up easier to track.
Setup
Build it in a few focused steps.
- 1Connect Notis to Salesforce once in the portal.
- 2Create an automation in Automations, New Automation, and name it for partner prospect intake.
- 3Tell Notis: create a Salesforce lead from each submitted prospective partner, using the required lead details and including the affiliate context provided.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real prospect request that includes the fields your Salesforce org requires.
Questions about this workflow
What details are required to create a lead?
Salesforce lead requirements depend on your org. The request needs the required lead details, commonly a last name and company unless person accounts are enabled.
Does Adtraction automatically send prospect data to this workflow?
This workflow starts when a request reaches the Notis webhook. Use it only with prospect details supplied in that request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Salesforce. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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