Route Salesforce leads when Bika.ai intake is ready
Reduce the pause between intake and ownership. Notis can apply your Salesforce assignment rules to the existing lead identified by a Bika.ai submission.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Leads can sit without the right owner when routing depends on someone remembering to apply the assignment rules.
- Apply existing Salesforce routing rules at the right handoff.
- Reduce manual steps after intake.
- Keep missing Salesforce lead references visible.
Setup
Build it in a few focused steps.
- 1Connect Bika.ai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis when an intake is ready and to apply Salesforce assignment rules to the valid lead id it includes.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one existing lead and verify its Salesforce owner after the run.
Questions about this workflow
Does this define new routing logic?
No. It applies the assignment rules already configured in your Salesforce organization. Routing behavior depends on those existing rules.
Does the lead need to exist already?
Yes. The action applies rules to a specific Salesforce lead, so the Bika.ai request must provide its valid id.
Can this workflow create the lead first?
This package uses the assignment rules action only. If lead creation is also needed, describe that separately in the automation only if your setup supports both actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bika.ai to Salesforce. A trigger fires from one place; an action lands in another.
Bika.ai 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.
Bika.ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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