Move qualified Attio prospects into Salesforce
Send a prospect from Attio and let Notis create a Salesforce lead with the details provided in the request.
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
Copying prospect details between systems interrupts follow-up and leaves room for missed or mistyped information.
- Reduce manual entry when a prospect is ready for Salesforce.
- Keep the captured prospect details together in a new lead.
- Use a webhook request to start the workflow on demand.
Setup
Build it in a few focused steps.
- 1Connect Attio and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis to create a Salesforce lead from the prospect details in the incoming Attio request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request that includes the lead's last name and company.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Include the Attio prospect information needed for the new Salesforce lead.
Can the workflow create a lead without a company?
The available Salesforce action requires lead information. Salesforce typically requires a last name and company; test with the fields your organization requires.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Attio to Salesforce. A trigger fires from one place; an action lands in another.
Attio 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.
Attio and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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