Turn an Akta-identified business contact into a Salesforce contact
Keep the people connected to a target company close to the account your team is working.
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 discovered during company research can be separated from the account they belong to.
- Create a contact record from relevant Akta company research.
- Associate the person with an existing Salesforce account when identifiable.
- Make the next sales step easier to coordinate.
Setup
Build it in a few focused steps.
- 1Connect Akta 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 from the incoming Akta person details and associate it with the matching account when possible.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real person and verify the contact and account association.
Questions about this workflow
What if the Salesforce account does not exist yet?
This workflow is intended for a contact associated with a matching account. You can specify in your instruction how Notis should handle an unavailable account match.
What information is needed to create a contact?
Provide the available person details and identify the account when possible. Salesforce requires a contact last name.
Does Akta provide a contact trigger?
No Akta trigger events are listed. A Notis webhook starts this workflow when the relevant Akta information is sent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Akta to Salesforce. A trigger fires from one place; an action lands in another.
Akta 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.
Akta and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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