Add contract signatories as Salesforce contacts
When Affinda extracts a named signatory from a contract, send the result to Notis and create a Salesforce contact for relationship continuity.
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
People named in signed contracts can remain absent from Salesforce, making later relationship follow-up harder.
- Capture signatory details in Salesforce
- Reduce manual entry from signed contracts
- Keep people connected to the business relationship
Setup
Build it in a few focused steps.
- 1Connect Affinda and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction to create a Salesforce contact from the signatory information in the incoming contract result.
- 4Choose the webhook trigger, then choose where run reports should go.
- 5Test with a contract containing a signatory name and confirm the contact.
Questions about this workflow
Can this link a signatory to an existing account?
Include a valid Salesforce account ID or other usable account context in the request and tell Notis to use it when creating the contact.
What if a contract lists a company but no signatory?
The contact action requires a last name. Have the automation skip contact creation when the signatory is not named.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Salesforce. A trigger fires from one place; an action lands in another.
Affinda 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.
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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.
Affinda and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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