Save business card details as Salesforce contacts
Photograph a business card and send it through Notis. Astica can extract the visible details so Salesforce contact creation takes less manual entry.
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
Business cards pile up when contact details need to be typed into Salesforce one at a time.
- Reduce manual transcription from business cards.
- Keep extracted details tied to their source image in the run report.
- Surface unreadable or missing details for correction.
Setup
Build it in a few focused steps.
- 1Connect Astica AI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to analyze the submitted card image and create a Salesforce contact from legible details, reporting any missing required information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real business card image and check the created contact.
Questions about this workflow
Does this connect the contact to an account?
Only if you instruct Notis to use an account identifier supplied with the request. This action creates a contact and does not itself search for or associate an account.
What happens when the image is unclear?
Ask Notis to flag uncertain text for review rather than filling in details by guesswork.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Astica ai to Salesforce. A trigger fires from one place; an action lands in another.
Astica ai 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.
Astica ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Salesforce.