Move company handoffs into Salesforce accounts
Send a company handoff to Notis and create a Salesforce account from the company name and other supplied details.
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
Manually setting up an account after a company handoff adds friction before sales work can begin.
- Creates an account from company details supplied in the request.
- Reduces repeated setup work after a handoff.
- Makes missing required information visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account handoffs.
- 3Tell Notis in one instruction to create a Salesforce account using the supplied company name and provided details only.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real company handoff and review the resulting account.
Questions about this workflow
What information is required?
The Salesforce account action requires a company name. Other fields should only be included when supplied and supported by your Salesforce setup.
Does this use the deprecated account action?
No. It uses the listed Create account action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Salesforce. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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