Move company research into Salesforce accounts
Submit a company for research and let Notis gather available API Ninjas details before creating its Salesforce account.
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
Company research often lives in browser tabs while account records remain incomplete or never get created.
- Create an account as part of the research handoff.
- Keep returned company context alongside the CRM record.
- Save time spent copying details between tools.
Setup
Build it in a few focused steps.
- 1Connect API Ninjas and Salesforce once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3Describe in one instruction how Notis should research the submitted company and create a Salesforce account using available details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company request and review the account.
Questions about this workflow
What company information can be added?
Notis can use the request details and information returned by the selected API Ninjas APIs. The result depends on the available data and your Salesforce fields.
What if the company already exists in Salesforce?
Include an instruction for how Notis should handle possible duplicates. This action creates an account; it does not itself guarantee duplicate detection.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api ninjas to Salesforce. A trigger fires from one place; an action lands in another.
Api ninjas 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 ninjas and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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