Bring shortlisted Ashby candidates into Salesforce
Keep a promising candidate from getting lost between recruiting and your relationship records. Notis can turn a shortlist event into a Salesforce lead for your team to review.
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 strong candidate can be easy to forget when recruiting activity lives apart from the rest of your work.
- Keep shortlisted people visible in Salesforce
- Reduce manual copying between recruiting and relationship records
- Use the Ashby event details to create a lead for follow-up
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 shortlist webhook using the candidate details provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real shortlist example and review the created lead.
Questions about this workflow
Does Ashby provide a trigger event here?
No Ashby trigger event is specified. This workflow starts when an HTTP request is sent to its Notis webhook, such as by your Ashby-connected setup.
What if the webhook does not include a lead's required details?
Notis can use only the details available to it. Supply missing information in your instruction or ensure it is included in the webhook request before testing.
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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