Turn useful people research into Salesforce contacts
Keep the people you identify during browser research close to the accounts and conversations that matter.
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
Names and contact details discovered online are easy to lose before they reach the CRM.
- Save relevant people details in Salesforce
- Keep research connected to your existing CRM routine
- Avoid retyping information gathered through browser automation
Setup
Build it in a few focused steps.
- 1Connect Airtop and Salesforce to Notis once in the portal.
- 2Create an automation from Automations, then New Automation.
- 3In one instruction, tell Notis which researched people qualify and to create contacts using only available details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real person page and review the resulting contact.
Questions about this workflow
Can this associate a contact with the right account?
Only when the account can be identified from supplied information. Include that decision rule in your instruction and check the result.
What happens when the page has incomplete details?
Tell Notis to skip incomplete records or report them for review. Do not rely on details that Airtop did not return.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Salesforce. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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