Keep partner introductions from getting lost
Give a new partner relationship a place in Salesforce while its introduction context is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Partner names and context can vanish into personal planning notes without a shared relationship record.
- Preserve partner relationships in your CRM
- Retain available introduction context
- Make future collaboration easier to follow up
Setup
Build it in a few focused steps.
- 1Connect Amazing Marvin and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce contact from confirmed partner introductions when the required last name is available.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real introduction and confirm the contact details.
Questions about this workflow
Can it include how we were introduced?
Yes, if that context is included in the Marvin note and the prompt asks Notis to preserve it in available contact details or a note.
What if the contact already exists?
The create action does not promise deduplication. Ask Notis to check for a likely existing contact first if your workflow needs that safeguard.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amazing Marvin to Salesforce. A trigger fires from one place; an action lands in another.
Amazing Marvin 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.
Amazing Marvin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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