Turn contact requests into Salesforce contacts
Keep new people from getting lost between your form and your CRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Manually copying contact details adds friction and can leave new relationships outside Salesforce.
- Capture new relationships in the CRM.
- Let Notis screen submissions before record creation.
- Make contact details available where customer work is tracked.
Setup
Build it in a few focused steps.
- 1Connect Basin and Salesforce in the Notis portal once.
- 2Create an automation in Automations and set its name, prompt, report channel, and trigger.
- 3Ask Notis to create a Salesforce contact from a Basin submission when it contains enough information to identify a person, and skip incomplete or ambiguous entries.
- 4Choose the notis_webhook trigger and configure Basin to send new contact requests to it.
- 5Choose a report channel and test with one real contact request.
Questions about this workflow
What information is required to create a contact?
Salesforce requires a last name. Include instructions for Notis to skip entries that lack required information.
Will it associate the contact to an account?
Only ask for that when the submission identifies an existing account reliably. Otherwise, the workflow should leave uncertain associations for review.
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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