Turn website demo requests into Salesforce follow-up tasks
Send a demo request into Notis and get a Salesforce task with the context you need to follow up.
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
Demo requests can sit in an inbox while you switch tools to find the right Salesforce record and remember what to do next.
- Capture a follow-up action as soon as a request arrives.
- Keep the original request context with the Salesforce task.
- Reduce manual handoffs between your website and CRM.
Setup
Build it in a few focused steps.
- 1Connect Apiflash and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Salesforce follow-up task from each demo request and include the submitted context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real demo request and check the task in Salesforce.
Questions about this workflow
Does this automation detect demo requests on my website by itself?
No. A webhook starts it. Configure your website or form service to send a request to the Notis webhook when a demo request is submitted.
Can Notis link the task to the right Salesforce lead?
Tell Notis how to identify the matching lead or contact from the incoming details. If the request lacks a reliable identifier, provide one in the webhook data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apiflash to Salesforce. A trigger fires from one place; an action lands in another.
Apiflash 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.
Apiflash and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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