Create Salesforce contacts with privacy in mind
Keep contact records useful for your team without carrying over sensitive details by default.
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
Contact details arrive in unstructured messages, making careful review and consistent CRM entry easy to postpone.
- Turns a reviewed request into a contact record with less manual copying.
- Helps limit sensitive information stored in Salesforce.
- Makes contact creation easier to repeat consistently.
Setup
Build it in a few focused steps.
- 1Connect Anonyflow and Salesforce once in the Notis portal.
- 2Create an automation named Privacy-reviewed Salesforce contact and describe the desired outcome in one plain-language instruction.
- 3Choose the webhook trigger so an HTTP request starts the automation.
- 4Choose where Notis should send run reports.
- 5Test with one real contact request and review the created record.
Questions about this workflow
Can this workflow decide which fields Salesforce requires?
Salesforce may require fields based on your org configuration. Include the necessary contact details in the request and review the result during the test.
Can I ask it to retain some sensitive information?
Yes. State which information is necessary and authorized to retain. Ask Anonyflow to anonymize or protect other sensitive details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anonyflow to Salesforce. A trigger fires from one place; an action lands in another.
Anonyflow 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.
Anonyflow and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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