Create Salesforce leads from AgentQL research
Send a prospect research result to Notis and get a Salesforce lead ready for follow-up.
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
Prospect details gathered while browsing often stay in notes or browser tabs instead of reaching the CRM.
- Capture prospects while the research is fresh
- Keep useful source context with the lead
- Reduce manual CRM entry
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use incoming AgentQL prospect details to create a Salesforce lead and include the supplied research context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect example and review the created lead.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the prospect details and AgentQL research you want Notis to use.
Does this workflow find prospects by itself?
No. The webhook request must contain prospect information, such as details collected with AgentQL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Salesforce. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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