Capture QR inquiries as Salesforce leads
Turn an inquiry connected to a QR experience into a lead your team can follow up on.
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
Inquiry details gathered around a QR experience can stay in notes or messages instead of reaching the sales queue.
- Capture inquiry details in Salesforce.
- Include relevant Beaconstac QR context when available.
- Make the next sales follow-up easier to find.
Setup
Build it in a few focused steps.
- 1Connect Beaconstac and Salesforce once in the Notis portal.
- 2Create an automation in the portal, or tell Notis the desired outcome in plain language.
- 3In one instruction, ask Notis to use the supplied inquiry details and relevant Beaconstac context to create a Salesforce lead; provide the required last name and company.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real inquiry and verify the created lead before relying on the workflow.
Questions about this workflow
Can Beaconstac provide the person's name and company?
Only if those details are present in the available Beaconstac data or supplied with the webhook request or instruction. Salesforce lead creation requires the necessary lead details, including last name and company.
Does this workflow infer missing contact details?
No. It should ask for or flag required details that are missing instead of inventing them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beaconstac to Salesforce. A trigger fires from one place; an action lands in another.
Beaconstac 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.
Beaconstac and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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