Create Salesforce accounts from ApptiveGrid company records
Keep company records captured in ApptiveGrid from getting stranded outside your CRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Manually recreating company records in a CRM adds friction and invites inconsistent account names.
- Cut repetitive company data entry
- Preserve supplied company context
- Surface missing required account information
Setup
Build it in a few focused steps.
- 1Connect ApptiveGrid and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Salesforce account from each incoming company record and to flag missing required details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real company record and confirm the created account details.
Questions about this workflow
What information is required?
Salesforce account creation requires a name. Additional fields depend on the Salesforce organization and the details included in the incoming record.
Will Notis fill in details that are not in the record?
No. It should use supplied details and flag anything missing rather than inventing company information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApptiveGrid to Salesforce. A trigger fires from one place; an action lands in another.
ApptiveGrid 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.
ApptiveGrid and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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