Keep promising partnership inquiries in Salesforce
Give useful partnership conversations a place to be reviewed and followed up.
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
Potential partners can be overlooked when their inquiry arrives through a general form.
- Collect partnership inquiries in a familiar review queue.
- Use stated criteria to distinguish concrete interest from unrelated submissions.
- Reduce manual transfer from Basin to Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Basin and Salesforce in the Notis portal once.
- 2Create an automation and enter its name, prompt, report channel, and trigger.
- 3Ask Notis to create a Salesforce lead only when a Basin response shows concrete partnership or referral intent and contains the information required by Salesforce.
- 4Select the notis_webhook trigger and configure Basin to send partnership inquiries to the webhook.
- 5Choose a report channel and test with one real partnership inquiry.
Questions about this workflow
What if the partnership response lacks a company name?
Salesforce lead creation needs the required details for your org. Ask Notis to report incomplete submissions for review.
Will it create a lead for every mention of partnership?
Your prompt should spell out what counts as concrete intent and tell Notis to skip casual or unrelated mentions.
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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