Find the right Salesforce leads for a video follow-up
Bring likely prospect records into view while you are handling the Amara project that prompted the follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Finding the relevant prospect in Salesforce can interrupt project work and delay the next conversation.
- Locate matching leads from a project request
- Reduce manual searching across CRM records
- Keep prospect follow-up moving
Setup
Build it in a few focused steps.
- 1Connect Amara and Salesforce once in the Notis portal.
- 2Create an automation for lead lookup.
- 3Tell Notis to list Salesforce leads matching the identifying details or criteria you provide and summarize relevant results.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one known prospect and verify the match.
Questions about this workflow
Will it create or update a lead?
No. This action lists leads that match the query criteria.
What should I include to find a lead?
Provide identifying details or clear search criteria that Notis can use to query Salesforce.
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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