Create Salesforce leads from API Labz research
Move a researched prospect into Salesforce from the channel where your team already works.
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
Manually re-entering prospect details creates friction and makes promising leads easy to forget.
- Capture prospects without switching into Salesforce
- Keep the supplied research alongside a new lead
- Reduce missed follow-up opportunities
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 give it a name.
- 3Describe that Notis should create a Salesforce lead from the prospect details and research included in the incoming request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect example and confirm the lead in Salesforce.
Questions about this workflow
What information should the request include?
Include the prospect details Salesforce requires, such as last name and company, plus any context you want Notis to retain or use.
Does API Labz provide a built-in trigger event?
No. Start this workflow with a Notis webhook request sent from your API Labz workflow or another connected process.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.