Connect billing contacts to the right Salesforce account
Capture the customer as a contact and keep the account relationship clear when the event identifies the right Salesforce account.
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
A contact without an account link leaves account owners searching to understand who the customer belongs to.
- Keep customer and account context connected
- Reduce orphaned contacts in Salesforce
- Use the supplied account reference during creation
Setup
Build it in a few focused steps.
- 1Connect Billsby and Salesforce once in Notis.
- 2Create an automation and instruct Notis to create a contact from the customer event and include the supplied valid Salesforce account ID when present.
- 3Choose a webhook trigger and send it the Billsby customer event with account context.
- 4Choose where run reports should go.
- 5Test with an event for an existing Salesforce account and check the relationship.
Questions about this workflow
Does this workflow create the account too?
No. It creates a contact and can associate that contact with an existing account when a valid account ID is supplied.
What happens if there is no Salesforce account ID?
The contact may be created without an account relationship. Decide whether that is acceptable or require an account ID in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Billsby to Salesforce. A trigger fires from one place; an action lands in another.
Billsby 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.
Billsby and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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