Turn enriched prospect details into Salesforce leads
Send a prospect's details to a Notis webhook. Notis can use Apiverve to enrich the information before creating a Salesforce lead.
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
Copying incomplete inquiries into Salesforce leaves your team with leads that are hard to qualify or follow up.
- Add useful external context during lead intake
- Reduce manual research before creating a lead
- Keep prospect details in Salesforce
Setup
Build it in a few focused steps.
- 1Connect Apiverve and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe how to enrich the submitted prospect and create a Salesforce lead.
- 4Choose a webhook trigger and a report channel.
- 5Test with one real prospect example.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it with the prospect details.
What does Apiverve do here?
Notis can use Apiverve to fetch external API data relevant to the prospect, then include useful results in the Salesforce lead creation request.
Does the workflow guarantee every Salesforce lead field is filled?
No. Salesforce requirements and available enrichment data vary. Provide any essential information that Apiverve cannot return.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apiverve to Salesforce. A trigger fires from one place; an action lands in another.
Apiverve 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.
Apiverve and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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