Capture recruiting finalists in Salesforce
Keep finalist information close to your other relationship records by asking Notis to create a Salesforce lead from an Ashby handoff.
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
Finalist details can stay buried in recruiting updates when the team needs a shared record for next steps.
- Create a shared Salesforce record from a finalist handoff
- Reduce manual re-entry of candidate details
- Make the handoff easier to follow up on
Setup
Build it in a few focused steps.
- 1Connect Ashby and Salesforce to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce lead from an Ashby finalist webhook using only the candidate information provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real finalist handoff and review the Salesforce lead.
Questions about this workflow
Will it fill in required lead details that are missing?
No. Provide the required details in the webhook or your instruction. Review the first result to confirm it meets your Salesforce org requirements.
Is a finalist a Salesforce lead by default?
That is a workflow choice. Use this only if your team wants finalist information represented as a Salesforce lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ashby to Salesforce. A trigger fires from one place; an action lands in another.
Ashby 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.
Ashby and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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