Capture new prospects from Ascora requests
When a customer request includes a new prospect, send its details to Notis and capture the lead in Salesforce.
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
A new prospect mentioned during operational work can be forgotten before anyone adds them to the sales pipeline.
- Capture prospect details while they are still at hand.
- Keep lead creation in the same routine as operational requests.
- Flag required details that are missing instead of guessing.
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 prospect capture.
- 3Tell Notis to create a Salesforce lead from webhook requests that contain a new prospect, using only supplied details and reporting missing required information.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect example and review the lead.
Questions about this workflow
What information is needed to create a lead?
Salesforce lead creation requires the details expected by your org, including a last name and company in common configurations. The automation should report any missing required details for review.
Will every customer inquiry create a lead?
Only requests that clearly identify a new prospect should create a lead. Other customer requests can be routed for review through the run report.
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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