Send Appdrag form leads straight to Salesforce
Capture each new Appdrag prospect in Salesforce as soon as the form arrives, so a promising inquiry does not sit in an inbox waiting to be copied.
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 form details by hand creates delay and makes it easy to miss a new prospect.
- Reduce repetitive data entry
- Make new prospects visible in the sales queue sooner
- Keep follow-up details together in Salesforce
Setup
Build it in a few focused steps.
- 1Connect Appdrag and Salesforce once in the Notis portal.
- 2Create an automation named Appdrag form lead intake.
- 3Tell Notis to create a Salesforce lead from each Appdrag form submission, using the submitted details and leaving unknown information blank.
- 4Choose a webhook trigger and select where run reports should go.
- 5Send one real form submission to test the workflow.
Questions about this workflow
Does Appdrag provide a trigger event for this workflow?
No. Appdrag has no listed trigger events, so the workflow starts from a Notis webhook request that Appdrag or an intermediary sends.
What happens if the submission does not include every lead detail?
Notis can use the details that arrive and leave unknown information blank. Salesforce may require fields such as last name or company, depending on your setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appdrag to Salesforce. A trigger fires from one place; an action lands in another.
Appdrag 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.
Appdrag and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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