Keep Apollo prospect context with Salesforce records
Bring useful prospect context into the Salesforce record your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Research notes scattered across tools make it harder to pick up a prospect conversation without repeating the work.
- Keep prospect context beside the Salesforce record.
- Reduce repeated research before a conversation.
- Use a request to save a concise brief.
Setup
Build it in a few focused steps.
- 1Connect Apollo and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to find the Salesforce record, summarize relevant Apollo details, and create a note on that record.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real prospect and review the saved note.
Questions about this workflow
Can the note be attached to a lead or contact?
The note action requires a Salesforce record to attach to. Ask Notis to identify the appropriate existing record from available Salesforce results.
Will it include every Apollo detail?
You can specify which available context belongs in the brief. The workflow should not add facts Apollo did not return.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apollo to Salesforce. A trigger fires from one place; an action lands in another.
Apollo 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.
Apollo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.