Move qualified Agile CRM prospects into Salesforce
When a prospect is ready for sales, send their Agile CRM details to Notis and let it create a Salesforce lead with the supplied context.
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
Copying prospect details between CRMs adds busywork and makes it easy to lose the reason a lead was qualified.
- Keeps qualified prospects moving without repeated data entry.
- Carries the qualification context supplied in the webhook payload.
- Makes the handoff easier to review in Salesforce.
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 give it a clear name.
- 3In one instruction, tell Notis to create a Salesforce lead from the qualified prospect details sent in the webhook, using only supplied information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real qualified prospect example to the webhook and review the Salesforce lead.
Questions about this workflow
Does Agile CRM start this automation directly?
Agile CRM has no trigger events available here. An HTTP request starts the Notis webhook, so arrange for the qualified prospect details to be sent to that webhook.
What if the payload omits a required lead detail?
Notis should not guess missing information. Provide the required details in the request or review the run report if a Salesforce lead cannot be created.
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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