Capture customer details from Apilio in Salesforce
Turn an Apilio customer event into a Salesforce contact using the information already included in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Customer details shared during an operational event may never make it into the CRM.
- Reduce manual contact entry
- Keep the event context available during creation
- Flag account references that need checking
Setup
Build it in a few focused steps.
- 1Connect Apilio and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact capture.
- 3Tell Notis to create a Salesforce contact from the supplied person details and use an account reference only when the webhook provides one.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real event and check the created contact and account association.
Questions about this workflow
Does a contact need an account ID?
Follow your Salesforce org's rules. If you want the contact associated with an account, provide a valid existing account reference.
What happens if a required detail is absent?
Instruct Notis to flag the run for review instead of assuming values that the request did not supply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apilio to Salesforce. A trigger fires from one place; an action lands in another.
Apilio 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.
Apilio and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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