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Notis

Act on buying signals found through Apify

When a prospect signal warrants action, create a task with the evidence and context needed to follow through.

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

Buying signals can be fleeting, and a promising research result does not automatically become a next step.

  • Give qualifying signals a trackable next action.
  • Preserve the evidence behind the follow-up.
  • Reduce delay between discovery and action.

Setup

Build it in a few focused steps.

  • 1Connect Apify and Salesforce once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis which supplied signals qualify and what task details and source context to include.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one genuine buying signal and inspect the task.

Questions about this workflow

Can Notis tell whether a signal is real?

It can assess the supplied evidence against your criteria, but uncertain cases should be reported for review. Do not treat an inferred signal as confirmed fact.

Can I include a follow-up deadline?

State the deadline rule in the instruction or provide a due date in the incoming context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Apify to Salesforce. A trigger fires from one place; an action lands in another.

Apify 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.

Apify and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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