Route Akta intent signals into Salesforce leads
Give a defined company intent signal a fast path into the sales team's lead queue.
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
High intent signals can arrive amid research noise and wait too long for a decision.
- Apply your intent criteria as signals arrive.
- Capture qualified companies in Salesforce for follow-up.
- Reduce manual triage of incoming company intelligence.
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 which incoming Akta intent signals qualify and to create a Salesforce lead with the relevant signal context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test one qualifying and one non-qualifying real example.
Questions about this workflow
Where do the qualification rules come from?
You provide the rules in the Notis instruction. Use signals and thresholds that Akta actually supplies or include missing criteria yourself.
Will the workflow create a lead for every signal?
No. It should create a lead only for signals meeting the criteria you describe.
What Salesforce fields are required?
Salesforce lead requirements depend on your organization. Commonly, last name and company are required unless person accounts are enabled.
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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