Create a Salesforce account from approved project intake
When a Bitbucket event includes a confirmed new customer, ask Notis to create the account with the supplied details and report the result.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
A confirmed customer can wait in project context while someone manually recreates its basic details in Salesforce.
- Carry approved customer details into Salesforce
- Reduce repeated data entry during project setup
- Make duplicate checks part of the instruction
Setup
Build it in a few focused steps.
- 1Connect Bitbucket and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3In one instruction, tell Notis how to recognize approved new customer details, check available context for an existing account, and create an account only when appropriate.
- 4Choose the Notis webhook trigger and the destination for run reports.
- 5Test with one real approved intake example and verify the account.
Questions about this workflow
Will this create an account for every new repository?
No. A repository does not necessarily represent a customer. The instruction should require confirmed account details and evidence that the account is new.
Can it check whether an account already exists?
The automation can use Salesforce context available to it, but include enough identifying information to make the check meaningful. Do not rely on unavailable customer history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitbucket to Salesforce. A trigger fires from one place; an action lands in another.
Bitbucket 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.
Bitbucket and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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