Keep parsed contact details in Salesforce
Put contact information from parsed documents where your team can use it without retyping it.
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
Contact details buried in documents take time to enter and are easy to lose between tools.
- Create a searchable Salesforce contact from parsed details.
- Retain relevant context that can help with outreach.
- Reduce repeated copying between tools.
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 contact using the parsed contact details and retain relevant source notes.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact record sent from a parsed document.
Questions about this workflow
Does the workflow need a Salesforce account ID?
Not always. If you want the contact associated with an account, include a valid Salesforce account reference in the data or instruction.
What if the parsed details are incomplete?
Tell Notis how to handle missing details. Salesforce requires a last name when creating a contact.
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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