Create Salesforce leads from ApptiveGrid intake records
Send a new prospect record from ApptiveGrid to Notis and keep Salesforce lead entry off your plate.
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
Prospect details captured in a no-code database can sit there while someone remembers to add them to Salesforce.
- Reduce duplicate data entry
- Keep new prospect records moving into your sales pipeline
- Use Notis to interpret incoming record details
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.
- 3Describe that each incoming prospect record should become a Salesforce lead, using only details provided in the record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real ApptiveGrid prospect record to the webhook and review the result.
Questions about this workflow
Does ApptiveGrid have a native trigger in this workflow?
No. The workflow starts when an HTTP request reaches the Notis webhook. Arrange for the relevant ApptiveGrid record details to be sent to it.
What if a required lead detail is missing?
Notis should use only the supplied record details and report missing information instead of guessing.
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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