Capture new company inquiries as Salesforce accounts
Turn a clear company inquiry into a CRM record without pausing to retype it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Potential company relationships can disappear in a busy form queue before they reach the CRM.
- Capture new organizations for account review.
- Reduce repetitive entry of company details.
- Apply a clear prompt before account creation.
Setup
Build it in a few focused steps.
- 1Connect Basin and Salesforce once in Notis.
- 2Create an automation with a name, prompt, report channel, and trigger.
- 3Tell Notis to create a Salesforce account only when a Basin submission clearly identifies a company worth tracking, using available company details.
- 4Select the notis_webhook trigger and configure Basin to send company inquiry submissions to the webhook.
- 5Choose a report channel and test with one real company inquiry.
Questions about this workflow
Could this create duplicate accounts?
The listed action creates an account. Ask Notis to check for an existing matching account first and report possible duplicates for review.
Does Salesforce require a company name?
Yes, the account needs a name. The prompt should skip submissions without a clear company name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Salesforce. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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