Put every Basin demo request on the follow-up list
A clear demo request should become an actionable reminder, not another inbox search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Demo requests can be missed when the person responsible has to remember to move them into Salesforce.
- Give demo requests a visible next step.
- Keep follow-up work in Salesforce activities.
- Let Notis distinguish demo intent from general questions.
Setup
Build it in a few focused steps.
- 1Connect Basin and Salesforce in Notis once.
- 2Create an automation with a name, prompt, report channel, and trigger.
- 3Tell Notis to detect explicit demo requests in incoming Basin submissions and create a Salesforce follow-up task with the available requester context.
- 4Pick the notis_webhook trigger and configure Basin to send demo request submissions to it.
- 5Choose a report channel and test with one real demo request.
Questions about this workflow
Will this book the demo?
No. The Salesforce action creates a task so someone can follow up.
What if the request does not include contact details?
Ask Notis to report incomplete requests for review rather than create a task that cannot be acted on.
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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