Capture qualified introductions while the context is fresh
Create a lead from a real introduction when the meeting recap contains the details Salesforce requires.
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
A promising introduction can be lost when prospect details stay in meeting notes.
- Capture new prospects introduced during a meeting.
- Create a lead only when required details such as last name and company are available.
- Flag incomplete details rather than guessing.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Salesforce lead only for an explicitly introduced, qualified new prospect when required details, including last name and company, are present; report missing information instead of guessing.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one recap that includes a qualified introduction and the required details.
Questions about this workflow
Will it create a lead from any person mentioned in a recap?
No. Instruct Notis to require an explicit new prospect introduction and a qualification signal before creating a lead.
What if the company is not stated?
The create lead action requires relevant details. Have Notis flag the missing company and skip creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Salesforce. A trigger fires from one place; an action lands in another.
Avoma 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.
Avoma and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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