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Notis

Create better Salesforce leads with API Ninjas enrichment

Send Notis a prospect to research. It can gather relevant public data with API Ninjas and create a Salesforce lead with a concise summary.

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 research and CRM entry split attention, so useful context gets lost before follow-up.

  • Capture a new prospect without switching between research and CRM screens.
  • Include available API Ninjas context in a readable lead summary.
  • Keep the source request connected to the Salesforce record.

Setup

Build it in a few focused steps.

  • 1Connect API Ninjas and Salesforce once in the Notis portal.
  • 2Create an automation in Automations, then choose New Automation and give it a name.
  • 3Describe in one instruction how Notis should research the submitted prospect and create a Salesforce lead with the available context.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real prospect request and review the resulting lead.

Questions about this workflow

What starts this workflow?

An HTTP request to the Notis webhook starts it. Include the prospect information Notis needs to identify and research the person or business.

Will every requested detail be available?

Only data returned by API Ninjas and included in the incoming request can be used. Tell Notis how to handle missing details, such as leaving them blank or noting them in the lead description.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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