External leads arrive automatically
A form submission, API call, or third-party tool sends lead data via webhook, and Notis instantly creates the lead in Salesforce. No manual transfer needed.
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
Leads come from external sources but reach Salesforce late or not at all because manual entry gets delayed.
- Leads are created in Salesforce instantly upon external submission
- Reduce lead creation latency to near-zero
- Eliminate manual transcription of external leads
- Capture every lead automatically from any source
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis and obtain the webhook URL from Notis
- 2Ask Notis: 'Create a Salesforce lead whenever you receive a webhook with lead data'
- 3Configure your external tool (form, API, etc.) to send webhooks to the Notis URL
- 4Select trigger: Notis webhook
- 5Set notification channel for lead creation confirmations
- 6Test by submitting sample data via webhook and verify the lead appears in Salesforce
Questions about this workflow
What data should the webhook include?
At minimum, the lead's name. Optionally include email, company, phone, or any field you want in Salesforce. Ask Notis to map fields.
Can I filter which webhooks create leads?
Yes. Ask: 'Only create a lead if the source is [specific tool]' or 'if the lead score is above X.'
How do I get the webhook URL?
Notis provides it in the automation setup. It's a unique endpoint you configure in your external system.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Salesforce. A trigger fires from one place; an action lands in another.
Asana triggers
Salesforce actions
Attachment Added to Task
Triggers when an attachment is added to a task.
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.
New Comment on Task
Triggers when a comment is added to a task in a project.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Task Created
Triggers when a new task is created in a project.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
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.
Task Updated
Triggers when a task is updated in a project.
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.
Not just Asana and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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