Create a Salesforce lead from every parsed resume
When Affinda extracts candidate details from a resume, send them to Notis to create a Salesforce lead and keep recruiting follow-up in one place.
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
Resume details are easy to lose between document review and CRM entry, leaving promising candidates without timely follow-up.
- Reduce repeat entry of candidate details
- Keep parsed candidates visible in Salesforce
- Start a consistent recruiting follow-up process
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.
- 3In one instruction, tell Notis to use the candidate details from the incoming Affinda document result to create a Salesforce lead.
- 4Choose the webhook trigger, then choose where run reports should go.
- 5Test with one real parsed resume sent to the webhook.
Questions about this workflow
Does Affinda start this automation directly?
Affinda has no listed trigger event, so an HTTP request to the Notis webhook starts the automation. Send the parsed resume result to that webhook.
What if the resume does not include a company?
Salesforce lead creation commonly requires a company. Instruct Notis how to handle missing company details, or provide a default value in the request.
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.
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.
Affinda and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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