Capture video workflow prospects as Salesforce leads
Keep a promising inquiry from disappearing between a video conversation and your sales pipeline.
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
Prospect details gathered during project work can stay trapped in notes or chat.
- Capture prospect information while it is at hand
- Start a consistent Salesforce lead record
- Avoid retyping inquiry details later
Setup
Build it in a few focused steps.
- 1Connect Amara and Salesforce once in the Notis portal.
- 2Create an automation for prospect capture.
- 3Tell Notis to create a Salesforce lead using the prospect details you provide, including last name and company.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real inquiry and verify the resulting lead.
Questions about this workflow
What details are required?
Provide at least the lead's last name and company, unless your Salesforce organization supports person accounts with a null company.
Will it infer a prospect's company?
Provide the company in the request when available; the automation should not invent missing prospect details.
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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