Create leads from location details you can trust
Send a new prospect's details to Notis. It checks and enriches the location, then creates a Salesforce lead with the useful context ready for follow-up.
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
Manually checking unfamiliar addresses slows down lead intake and leaves sales records with incomplete location context.
- Catch invalid or ambiguous location details early.
- Give the sales team enriched context for a new lead.
- Keep intake moving without copying details between tools.
Setup
Build it in a few focused steps.
- 1Connect Big data cloud and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to validate and enrich the webhook's location details, then create a Salesforce lead with the supplied prospect information and useful location context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect example and review the created lead.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. Include the prospect details and location information you want checked.
Will it guess missing prospect details?
No. It can use the supplied information and Big data cloud's location results, but missing name, company, or other required Salesforce lead details must be provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Big data cloud to Salesforce. A trigger fires from one place; an action lands in another.
Big data cloud 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.
Big data cloud and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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