Route verified leads using Salesforce assignment rules
Once a lead is ready for sales, let Salesforce apply its configured routing rules. Notis can apply those rules when an Authyo request supplies the relevant lead ID.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Leads that wait for manual ownership assignment can lose momentum and leave teams unsure who should respond.
- Apply your existing Salesforce assignment rules to eligible leads.
- Reduce delay between verification and lead ownership.
- Keep routing behavior managed within Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Authyo and Salesforce once in the Notis portal.
- 2Create an automation and instruct Notis when a verified lead is ready for assignment.
- 3Pick the Notis webhook trigger for incoming Authyo verification data.
- 4Choose where run reports should go.
- 5Test with one real Salesforce lead and confirm ownership routing.
Questions about this workflow
Does this create a lead first?
No. The assignment action applies rules to a specific existing lead, so include a valid Salesforce lead ID in the request.
Where are assignment rules configured?
They are configured in your Salesforce organization. Notis applies the rules when the workflow runs.
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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