Create Salesforce accounts from company research briefs
Send a company brief to Notis and let Astica analyze its content. Notis can create a Salesforce account when the company name is clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Company research can stay in scattered notes instead of becoming a usable Salesforce account.
- Convert submitted company context into an account record.
- Avoid guessing when the company name or details are unclear.
- Keep analysis reports available for quick review.
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 company brief and create an account only when the company name is clear, using no unsupported assumptions.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company brief and check the created account.
Questions about this workflow
What if the company name cannot be identified?
Ask Notis to report the ambiguity for review. Salesforce account creation requires a name.
Can it add custom account fields?
Only when the fields are supported and configured in your Salesforce org. Do not rely on org-specific custom fields without checking their prerequisites.
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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