Capture new proposal clients in Salesforce
When proposal details include a new client contact, Notis can create a Salesforce contact so your team has a CRM record to work from.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
New client details can remain trapped in proposal work while the team tries to remember to add them to Salesforce.
- Create a Salesforce contact from proposal client details.
- Keep new client information available to the team.
- Reduce duplicate manual entry between proposal and CRM work.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a contact from new client details in the incoming webhook, checking for an existing contact first if possible.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal client example.
Questions about this workflow
What does Salesforce require to create a contact?
Salesforce typically requires a last name. Include the client details available in the webhook and any account reference needed by your setup.
Will this update an existing contact?
The selected action creates a contact. Ask Notis to check for an existing match first and avoid creating a duplicate when it can identify one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Salesforce. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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