Turn a beach service inquiry into a Salesforce lead
When a new inquiry arrives, send its details by webhook so Notis can create a Salesforce lead and include relevant beach research supplied or found for the location.
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
New inquiries can sit outside the CRM while someone gathers beach context, making it harder to keep ownership and follow-up clear.
- Capture an inquiry in Salesforce with its contact context.
- Include relevant beach details with the lead when available.
- Give the team a consistent place to continue follow-up.
Setup
Build it in a few focused steps.
- 1Connect Beach Day API and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add its name and prompt.
- 3Tell Notis which supplied inquiry details to use for the lead and which beach information to include when it can be found.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real inquiry containing the required lead details.
Questions about this workflow
What information is needed to create a lead?
Provide the required lead details, including last name and company, unless your Salesforce setup supports the person-account case.
Will a lead be created if the beach cannot be found?
Specify whether to create the lead with the supplied inquiry information and note the missing beach lookup, or route it for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beach Day API to Salesforce. A trigger fires from one place; an action lands in another.
Beach Day API 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.
Beach Day API and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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