Start a new Salesforce record from a proven project record
Reuse an existing record's details when a new Amara engagement needs its own CRM entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Setting up a similar engagement from scratch can add friction and invite inconsistent details.
- Reuse relevant existing record details
- Create a separate record for a new engagement
- Save repeat setup work
Setup
Build it in a few focused steps.
- 1Connect Amara and Salesforce once in the Notis portal.
- 2Create an automation for new project variants.
- 3Tell Notis to clone the Salesforce record ID you provide and apply any specific updates you name.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one existing record and inspect the clone.
Questions about this workflow
Which record types can be cloned?
The action clones an existing Salesforce record. Provide the record ID and specify any updates the clone needs.
Will it clone related data too?
This action copies the record itself. It does not describe cloning related records or project files.
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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