Turn researched companies into Salesforce accounts
Send a company website to Notis and have Agenty gather the details needed to create a Salesforce account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Company research often ends with another round of manual entry before the account is ready for sales work.
- Move researched companies into Salesforce sooner.
- Avoid retyping details already present on a company site.
- Keep the account creation instruction in plain language.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that Notis should research the supplied company website and create a Salesforce account using the company name.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company website and review the new account.
Questions about this workflow
What is required to create the account?
Salesforce requires an account name. Other details depend on what Agenty can find and what your organization accepts.
Will it fill custom account fields?
Only if the needed fields are available and your Salesforce organization supports them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Salesforce. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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