Connect project contacts to the right Salesforce account
Keep customer relationships tidy when an Amara project clarifies which organization a contact belongs to.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
An unlinked contact makes project context harder for the account team to use.
- Keep a contact attached to the relevant account
- Make customer context easier to find
- Reduce relationship cleanup in Salesforce
Setup
Build it in a few focused steps.
- 1Connect Amara and Salesforce once in the Notis portal.
- 2Create an automation for contact account updates.
- 3Tell Notis to associate the Salesforce contact ID you provide with the Salesforce account ID you provide.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one known contact and account.
Questions about this workflow
Does this create a contact or account?
No. Provide IDs for an existing Salesforce contact and account.
What if the contact is already linked elsewhere?
The action updates the contact's account association. Confirm the intended account ID before sending the request.
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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