Keep important Affinity relationships in Salesforce
Bring a reviewed person into Salesforce when you need them in your customer and relationship records.
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
Important relationships can stay invisible to the wider team when they only exist in a separate contact database.
- Create a contact from a specific relationship review.
- Check available Salesforce context before creating a record.
- Bring relevant people into your shared CRM.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Salesforce once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to review the specified Affinity person, check for an existing Salesforce contact, and create one only when appropriate.
- 4Choose a webhook trigger and select a run report destination.
- 5Test with one real person and verify the Salesforce contact.
Questions about this workflow
Can it avoid creating duplicates?
Instruct Notis to check Salesforce for an existing contact using available identifying information and report uncertain matches.
What if the contact belongs to an account?
Ask Notis to use an account association only when it can identify a valid existing Salesforce account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Salesforce. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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