Turn parsed company profiles into Salesforce accounts
Capture the company details your team receives in documents without starting from a blank Salesforce record.
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 entering company profiles slows down intake and leaves important context scattered across documents.
- Create account records from structured company details.
- Keep the intake process consistent across documents.
- Spend less time entering company information.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce account from each parsed company profile and include the relevant details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real parsed company profile.
Questions about this workflow
What is required to create an account?
Salesforce account creation requires a name. Some additional or custom fields may depend on your Salesforce organization.
Can this use a webhook payload?
Yes. Send the parsed company details in the HTTP request that starts the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Salesforce. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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