Turn Bidsketch prospects into Salesforce leads
Capture a proposal prospect in your sales pipeline without starting from a blank record.
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
Prospect details can stay trapped in proposal work until someone remembers to add them to the CRM.
- Capture prospect details in Salesforce sooner.
- Keep proposal activity connected to lead follow-up.
- Identify missing lead information during the run.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the prospect capture.
- 3Tell Notis to create a Salesforce lead from the prospect details received with the Bidsketch event, and report missing required details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect and review the Salesforce lead.
Questions about this workflow
What if the prospect lacks a company or last name?
Salesforce lead creation can require those details. Tell Notis to flag missing required information rather than guessing, and provide the missing information before creating the record.
Does Bidsketch provide a trigger for this?
No Bidsketch trigger event is listed here. The workflow starts when an HTTP request reaches the Notis webhook with the relevant prospect context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Salesforce. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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