Route reviewed prospects through Salesforce assignment rules
Once a prospect is identified in Salesforce, let its configured assignment rules send it to the right owner.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A lead can sit without an owner when moving between prospect research and CRM routing requires extra manual steps.
- Apply your Salesforce routing rules to a specified lead.
- Connect prospect review with the existing lead record.
- Reduce manual steps in lead handoff.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, identify the Affinity prospect, find its matching existing Salesforce lead, and apply assignment rules only when the match is clear.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real lead and confirm its Salesforce owner.
Questions about this workflow
Does this define new routing rules?
No. This action applies assignment rules already configured in your Salesforce organization.
What if there is no matching lead?
Ask Notis to report that no existing lead was found. This workflow does not create a lead.
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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