Keep Ascora customer contacts in Salesforce
Capture customer contact details in Salesforce when they arrive as part of an Ascora request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Customer details can be entered in an operational system without making it into the CRM your team checks.
- Capture contact details supplied with an operational request.
- Keep customer-facing work connected to Salesforce.
- Surface possible duplicates for review.
Setup
Build it in a few focused steps.
- 1Connect Ascora and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and name it for customer contact capture.
- 3Tell Notis to create a Salesforce contact from webhook requests with customer details, checking for an existing contact before creating one.
- 4Choose the webhook trigger and report destination.
- 5Test with one real customer example and inspect the resulting contact.
Questions about this workflow
Can the automation associate the contact with an account?
It can do so when the request or available Salesforce data identifies a valid account. Otherwise, it should report the missing account context for review.
How should duplicate contacts be handled?
Have Notis search for a likely existing contact using the supplied details and report ambiguous matches instead of creating a duplicate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Salesforce. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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