Route reviewed leads with Salesforce assignment rules
Let your existing Salesforce rules route a lead after its ApptiveGrid review is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A reviewed lead can wait unowned when routing it requires someone to open Salesforce and act.
- Use existing Salesforce routing rules
- Reduce manual lead handoffs
- Keep review details alongside run reports
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.
- 3Ask Notis in one instruction to apply Salesforce assignment rules to the lead ID in each incoming reviewed-lead record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real reviewed-lead record with a valid Salesforce lead ID and confirm its routing result.
Questions about this workflow
Does this create a lead?
No. It applies configured assignment rules to an existing Salesforce lead.
What must the incoming record include?
It must identify a valid Salesforce lead. The action uses your organization's configured assignment rules.
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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