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Notis

Create Salesforce leads from Apify prospect research

Send an Apify result to Notis and turn relevant prospect details into Salesforce leads, with a clear record of what the research found.

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 often ends in a spreadsheet that still needs manual review and entry into Salesforce.

  • Reduce copy and paste between actor results and Salesforce.
  • Keep lead creation tied to the prospect research that surfaced it.
  • Have Notis summarize incomplete or ambiguous details for review.

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 give it a name.
  • 3Tell Notis to review the incoming Apify prospect data and create a Salesforce lead for each suitable prospect, noting missing required details.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one real Apify result and review the created lead.

Questions about this workflow

What starts this automation?

An HTTP request to the Notis webhook starts it. You can send the request when an Apify actor result is ready.

What if a prospect is missing a required lead detail?

Tell Notis how to handle incomplete records in your instruction. Review the run report for information that still needs attention.

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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