Capture researched prospects as Salesforce leads
Finish a browser research session with a clear next step: a new lead in Salesforce, ready for your team to review.
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
Prospect details found while browsing often stay in tabs or notes and never make it into the CRM.
- Capture prospect details while they are fresh
- Reduce copy and paste between browser sessions and Salesforce
- Create a consistent starting point for lead follow-up
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 how to review the Airtop results and create a Salesforce lead from supported prospect details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect page and check the created lead.
Questions about this workflow
What starts this workflow?
A webhook request starts it. Configure your Airtop process to send the relevant page or run results to the Notis webhook.
Will it invent missing lead details?
No. Notis can use details present in the Airtop results. Supply any required information that the page does not provide.
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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