Capture environmental inquiries as Salesforce leads
Turn an inquiry about environmental data into a lead record while keeping the prospect's interest visible for your next conversation.
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
An inbound inquiry can arrive while you are busy, and prospect details are easy to leave sitting in an email or form.
- Record a prospect inquiry in Salesforce
- Preserve the environmental topic that prompted interest
- Reduce manual transfer from an inbound request
Setup
Build it in a few focused steps.
- 1Connect Ambee and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, then name it and describe the outcome.
- 3In one instruction, tell Notis to create a Salesforce lead using the prospect and company details in the webhook request, preserving the environmental topic in the available lead details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real inquiry and verify that required lead details are included.
Questions about this workflow
Which details are required for a Salesforce lead?
Provide the person's last name and company in the request. Include any additional contact details and the environmental topic you want captured.
Does Ambee itself provide prospect details?
No. Ambee provides environmental data. Include the person's and company's information in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ambee to Salesforce. A trigger fires from one place; an action lands in another.
Ambee 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.
Ambee and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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