Capture identified prospects as Salesforce contacts
Keep names and contact details from calls from being lost. Notis can create a Salesforce contact when the transcript supports the details and you provide the existing account ID.
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
Contact details shared verbally often end up stuck in a recording or transcript instead of the CRM.
- Save clearly stated contact details in Salesforce.
- Associate the contact with the account ID supplied in the request.
- Avoid guessing when a transcript does not provide enough information.
Setup
Build it in a few focused steps.
- 1Connect AssemblyAI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose a name and prompt.
- 3Tell Notis to create a contact only from details clearly stated in the transcript and associate it with the existing account ID included in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one transcript and a valid account ID, then review the contact.
Questions about this workflow
Does this find the account automatically?
The workflow uses the existing account ID you include with the request. Provide a valid Salesforce account ID.
What if the transcript does not include a contact's last name?
Tell Notis to skip contact creation and report the missing required detail rather than inventing it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AssemblyAI to Salesforce. A trigger fires from one place; an action lands in another.
AssemblyAI 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.
AssemblyAI and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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