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Notis

Move reviewed domain prospects into Salesforce

Create an account record when research confirms a business is ready for your CRM.

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

Reviewed prospects can be left in research lists instead of entering the system used for follow-up.

  • Reduce manual re-entry for reviewed prospects.
  • Keep qualified businesses in Salesforce for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Ahrefs and Salesforce to Notis once in the portal.
  • 2Create an automation in Notis from any channel or in Automations, New Automation.
  • 3Tell Notis to assess submitted domain research and create a Salesforce account only for qualified businesses, using a supplied business name; pick the webhook trigger.
  • 4Choose a report channel, then test with one reviewed domain.

Questions about this workflow

Can a domain alone create the account?

Provide the business name and any other account details your organization requires. Ahrefs research may not provide every Salesforce field.

Will this check for duplicates?

Ask Notis to review available context before creation, but include a reliable identity or existing Salesforce details if duplicate prevention matters.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ahrefs to Salesforce. A trigger fires from one place; an action lands in another.

Ahrefs triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Ahrefs and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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