Move clean batch entries into Salesforce contacts
Turn qualifying rows from a validation batch into Salesforce contacts without retyping each one.
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
Large validation batches create repetitive intake work and make it hard to keep pace.
- Create contacts from qualifying batch entries.
- Use validation values included in the webhook payload.
- Avoid manual entry for every clean result.
Setup
Build it in a few focused steps.
- 1Connect ApexVerify and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and write a name and prompt.
- 3Tell Notis to create a Salesforce contact for each batch entry meeting your email or phone criteria, using the supplied contact details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with a small real batch and review the created contacts.
Questions about this workflow
Can one request contain multiple validated contacts?
Yes, if the webhook supports and supplies the batch entries. Ask Notis to process each qualifying entry.
Will this detect duplicate contacts?
The create contact action does not provide deduplication. Use Salesforce duplicate rules or ensure your intake process checks for duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApexVerify to Salesforce. A trigger fires from one place; an action lands in another.
ApexVerify 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.
ApexVerify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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