Turn approved employee referrals into Salesforce leads
Give approved referrals a clear next step by creating a Salesforce lead with the details your team chooses to share.
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
Referrals can stall when someone has to re-enter candidate information and remember to pass along the reason for the introduction.
- Capture referral context with the new lead.
- Reduce manual entry for approved referrals.
- Make a clear record for follow-up in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to create a Salesforce lead only for approved referrals and include the candidate and referral context provided.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one approved referral example and confirm required Salesforce lead details are present.
Questions about this workflow
What lead information does Salesforce require?
Salesforce lead creation requires the fields configured as required in your organization, commonly a last name and company. Include those details in the referral input.
Can this create leads from any BambooHR employee record?
No. Describe the approval condition and only send referral details that your team has approved for Salesforce.
Does BambooHR trigger this automatically?
No BambooHR trigger event is listed. Your process needs to send the referral to a Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Salesforce. A trigger fires from one place; an action lands in another.
Bamboohr 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.
Bamboohr and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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