Create a Salesforce lead from an Akta company signal
Move a promising company from Akta research into Salesforce while the reason it caught your attention is still clear.
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
Promising companies can get lost between company research and the next sales follow-up.
- Capture prospects surfaced by Akta without retyping company details.
- Keep the signal that prompted outreach alongside the new lead.
- Reduce the delay between research and sales follow-up.
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 lead from an incoming Akta company signal and preserve the useful company context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real Akta example and check the created lead.
Questions about this workflow
How does the Akta information reach this workflow?
The webhook trigger starts the automation when an HTTP request is sent to it. Send the relevant Akta company signal in that request.
Can Notis decide whether a company is worth pursuing?
You can describe the criteria in your instruction. Any thresholds or qualification rules that Akta does not provide need to be included by you.
What details should I include in my instruction?
Describe which Akta company details and signal context should be retained on the Salesforce lead. Salesforce may require fields such as last name and company.
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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