Move a qualified research prospect into Salesforce
When research points to a real prospect, send the available evidence to Notis and create a Salesforce lead with the context your team needs.
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 found during research can be useful, but entering them later invites omissions and delays.
- Capture prospect context while it is available.
- Create a lead only when required details are present.
- Keep the supplied evidence with the handoff where the action supports it.
Setup
Build it in a few focused steps.
- 1Connect Archive.org and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the lead intake clearly.
- 3Tell Notis to create a lead only when supplied research identifies a prospect and the required Salesforce details are available.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect example that includes required lead information.
Questions about this workflow
What details does Salesforce require to create a lead?
The selected create lead action may require values such as last name and company. Supply them in the input, or instruct Notis to report missing details.
Can the automation decide who is a good prospect?
It can apply criteria you provide. Do not treat archive content alone as proof of fit; include your qualification rules and needed context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Archive.org to Salesforce. A trigger fires from one place; an action lands in another.
Archive.org 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.
Archive.org and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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