Route leads with your Salesforce assignment rules
Use the routing rules your team already maintains when a lead needs an owner.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Leads can sit unassigned when routing depends on someone noticing and manually applying the right rules.
- Apply existing Salesforce lead assignment rules on request.
- Reduce manual routing steps.
- See a report if the lead cannot be routed.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Ask Notis in one instruction to apply Salesforce lead assignment rules to the lead identified in each request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test using one real lead and confirm the resulting owner in Salesforce.
Questions about this workflow
Does this workflow define new assignment rules?
No. It applies rules already configured in your Salesforce organization.
What must the webhook request include?
It needs to identify the Salesforce lead to route. Your Salesforce assignment rules and permissions determine the outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Salesforce. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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