Add new Amara client organizations to Salesforce
Keep new client organizations visible to the people handling sales and delivery.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
A company named during project work may not yet exist in the CRM when follow-up begins.
- Create a company record from project context
- Give teams a shared customer reference
- Reduce duplicate manual entry
Setup
Build it in a few focused steps.
- 1Connect Amara and Salesforce once in the Notis portal.
- 2Create an automation for new client organizations.
- 3Tell Notis to create a Salesforce account using the company name and any account details you provide.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real organization and review the account.
Questions about this workflow
What is required to create the account?
Provide the account name and any other details you want included.
Can it check for duplicates first?
This workflow uses the Salesforce create account action. Check for an existing account before sending the request if duplicates are a concern.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amara to Salesforce. A trigger fires from one place; an action lands in another.
Amara 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.
Amara and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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