Create a Salesforce lead from each new Baselinker buyer
Capture new buyer details from Baselinker orders in Salesforce, ready for a sales conversation.
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
New buyers can get lost when order data stays in Baselinker and follow-up happens elsewhere.
- Keep buyer details available to the sales team.
- Reduce manual copying after an order arrives.
- Start follow-up while the purchase is fresh.
Setup
Build it in a few focused steps.
- 1Connect Baselinker and Salesforce once in the Notis portal.
- 2Create an automation named New Baselinker Buyer Lead.
- 3Describe that each incoming order webhook should create a Salesforce lead from the buyer details provided.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Send one real order example to test the workflow.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Configure your Baselinker process to send the order details you want Notis to use.
What buyer details should the webhook include?
Include the buyer information needed for a Salesforce lead, such as name, company, and contact details, where available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baselinker to Salesforce. A trigger fires from one place; an action lands in another.
Baselinker 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.
Baselinker and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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