Turn company research into Salesforce accounts
Bring researched organizations into the CRM while the details are at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Companies found during research can be forgotten before they reach the account list.
- Capture researched organizations promptly
- Keep supplied company context in the CRM
- Spend less time on repetitive account setup
Setup
Build it in a few focused steps.
- 1Connect API Labz and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for company capture.
- 3Describe that Notis should create a Salesforce account using the company details in the webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company example and check the account in Salesforce.
Questions about this workflow
What is required to create an account?
The request must include the account name and any other fields required by your Salesforce organization.
Can this workflow detect duplicates?
The create action creates a record. If duplicate checking matters, include a review step in your process or use a separate workflow that lists accounts first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api labz to Salesforce. A trigger fires from one place; an action lands in another.
Api labz 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.
Api labz and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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