Capture researched people as Salesforce contacts
Send a public profile or company page to Notis and turn available contact details into a Salesforce contact.
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
Names and contact details found during research often get stranded in notes instead of the CRM.
- Save useful contact details directly into Salesforce.
- Reduce manual copying from profile pages.
- Keep contact research connected to your sales process.
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.
- 3Tell Notis to extract available contact details from the supplied page and create a Salesforce contact.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real profile and review the new contact.
Questions about this workflow
What happens if no last name is available?
Salesforce contact creation typically requires a last name. Supply it in the request or skip creation when the page does not provide it.
Can the contact be linked to an account?
Include an existing Salesforce account identifier or clear matching instructions if you want an account relationship.
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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