Capture customer contacts while preparing their voice message
Turn a customer voice request into a Salesforce contact and generate the audio content requested in the brief.
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
New customer details can be easy to miss when a voice request arrives outside the CRM.
- Create a contact from supplied customer details.
- Generate audio from the request using Aivoov.
- Keep customer intake and voice work in one flow.
Setup
Build it in a few focused steps.
- 1Connect Aivoov and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome in one instruction: generate audio from the requested message and create a Salesforce contact from the supplied contact details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the contact in Salesforce.
Questions about this workflow
Can the workflow associate the contact with an account?
Include a valid Salesforce account ID in the request if the contact should be associated with an account.
What if the request lacks a last name?
Provide a last name before running it if your Salesforce setup requires one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aivoov to Salesforce. A trigger fires from one place; an action lands in another.
Aivoov 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.
Aivoov and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.