Link verified contacts to Salesforce accounts
Keep customer records connected after verification. Notis can associate a contact with an account when the incoming Authyo request supplies the relevant Salesforce IDs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
Unlinked contacts make account context harder to find and can slow down customer follow-up.
- Keep verified contacts attached to the correct Salesforce account.
- Reduce manual record cleanup.
- Make account context easier to find for future work.
Setup
Build it in a few focused steps.
- 1Connect Authyo and Salesforce once in the Notis portal.
- 2Create an automation and instruct Notis which verification requests should link a contact to an account.
- 3Pick the Notis webhook trigger for incoming Authyo verification data.
- 4Choose where run reports should go.
- 5Test with one real request that includes valid contact and account IDs.
Questions about this workflow
Can it find the correct account from an email address?
Only if you define a reliable lookup using available Salesforce data and the request includes enough identifying information. The action requires a valid account ID.
Will it create a contact if one does not exist?
No, this action associates an existing contact with an account. Use a separate contact-creation workflow if the contact does not yet exist.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Authyo to Salesforce. A trigger fires from one place; an action lands in another.
Authyo 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.
Authyo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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