Capture document-request prospects as Salesforce leads
A document request can signal buying interest. Send the request details to Notis and create a lead for your team to follow up.
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
Prospect details from quote and information requests can sit outside the lead pipeline.
- Capture a prospect while their request is current
- Keep source context with the lead
- Make follow-up ownership easier to see
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to create a Salesforce lead from supplied prospect details and state how to handle incomplete information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the lead details in Salesforce.
Questions about this workflow
What information is needed to create a lead?
Salesforce requires a last name and company in typical setups. Include those with contact details in the webhook request.
Can the PDF request be recorded on the lead?
Include the request summary or generated PDF link in the instructions and request that Notis preserve it in the lead details where supported.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Salesforce. A trigger fires from one place; an action lands in another.
Api2pdf 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.
Api2pdf and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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