Bring proposal inquiries into Salesforce as leads
Start prospect tracking from the proposal context you already have. Notis can create a Salesforce lead from an incoming webhook.
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
Prospects can fall through the cracks when inquiry details are handled in proposals but not added to your CRM.
- Record proposal prospects in Salesforce.
- Keep inquiry details available for qualification.
- Cut repeated data entry when a prospect first appears.
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 Salesforce lead from the prospect details in the webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal inquiry.
Questions about this workflow
What details should the inquiry webhook include?
Include the prospect's name and company where available, plus contact details and the proposal context. Salesforce requires lead fields such as last name and company in common configurations.
Does this workflow qualify or assign the lead?
This workflow creates a lead. It does not apply assignment rules or update lead status because those are separate actions.
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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