Send qualified Basin form inquiries to Salesforce
Let new inquiries reach your sales pipeline without copying form details by hand.
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
A promising form response can get buried while you switch between Basin and Salesforce.
- Reduce manual copying between your form inbox and CRM.
- Keep relevant inquiries visible in the Salesforce lead pipeline.
- Use Notis to interpret submission details before creating a lead.
Setup
Build it in a few focused steps.
- 1Connect Basin and Salesforce in the Notis portal once.
- 2Create an automation in Automations, then choose a name, prompt, report channel, and trigger.
- 3Tell Notis to review each incoming Basin submission and create a Salesforce lead for a genuine sales inquiry using the available details.
- 4Choose the notis_webhook trigger and configure Basin to send the submission request to the webhook.
- 5Choose where run reports go, then test with one real submission.
Questions about this workflow
Does Basin provide the trigger for this workflow?
Basin has no listed trigger event here. The workflow starts with a Notis webhook, which Basin can call when configured to send a submission request.
Will every submission become a lead?
The prompt can ask Notis to create leads only for submissions that meet your stated criteria. Be clear about what qualifies.
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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