Keep researched prospects moving with Salesforce tasks
When a prospect is submitted for research, let Notis gather available context and create a follow-up task in Salesforce with the useful details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Research can end without a clear next step, leaving promising prospects waiting in the inbox.
- Put the next action where sales work is already tracked.
- Carry concise research context into the task.
- Reduce the chance that a promising lead is forgotten.
Setup
Build it in a few focused steps.
- 1Connect API Ninjas and Salesforce once in the Notis portal.
- 2Create a named automation from Automations, New Automation.
- 3Describe in one instruction how Notis should research the submitted prospect and create a Salesforce follow-up task using available details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect request and review the task.
Questions about this workflow
Does API Ninjas decide the follow-up date?
The date should come from the incoming request or your instruction. API Ninjas provides data through its available APIs, but it does not supply your sales team's preferred follow-up timing.
Can Notis include research findings in the task?
Yes, when API Ninjas returns relevant data. You can ask Notis to summarize available findings in the task details.
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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