Create researched Salesforce leads from a request
Send Notis a prospect or company to investigate. It can search the web, summarize relevant details, and create a Salesforce lead with the context your team needs.
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
Prospect research often ends in a browser tab and never makes it into the CRM, leaving follow-up without useful context.
- Capture prospect context alongside a new lead.
- Reduce manual research before outreach.
- Keep a consistent summary for whoever follows up.
Setup
Build it in a few focused steps.
- 1Connect Autom and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3In one instruction, tell Notis what prospect details to research and what context to include when creating a Salesforce lead.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect request and review the created lead.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the prospect or company details you want Notis to investigate.
Will it invent missing lead fields?
No. Tell Notis to use only details it can verify or that you supplied, and to leave uncertain information out of its summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Autom to Salesforce. A trigger fires from one place; an action lands in another.
Autom 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.
Autom and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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