Turn Apify company discovery into Salesforce accounts
Move researched companies into your CRM with a short instruction to Notis and a report that keeps uncertain details visible.
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 discovery can produce a long list, while adding each worthwhile company to Salesforce takes another round of admin.
- Bring selected company research into Salesforce promptly.
- Keep uncertain company matches visible for review.
- Reduce repetitive account entry.
Setup
Build it in a few focused steps.
- 1Connect Apify and Salesforce once in the Notis portal.
- 2Create an automation from Automations, New Automation, and give it a name.
- 3In one instruction, describe which researched companies should become Salesforce accounts and how to report uncertain records.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real company result and review the account.
Questions about this workflow
Can I create an account for every company returned?
Describe your selection criteria in the instruction. Notis can review the supplied result and report cases that do not clearly meet them.
What if the account may already exist?
Ask Notis to check the Salesforce account data available to it and report possible matches for review before creating uncertain records.
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.
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.
Apify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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