Route researched leads using Salesforce assignment rules
Use BlitzAPI research to inform a lead handoff, then let Salesforce apply the assignment rules your organization already configured.
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
A researched lead can be ready for action but still wait for someone to determine its owner.
- Use the assignment rules already configured in Salesforce.
- Make the routing step part of your prospecting process.
- Keep lead handoff activity visible through run reports.
Setup
Build it in a few focused steps.
- 1Connect BlitzAPI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe how BlitzAPI research identifies the lead and ask Notis to apply Salesforce assignment rules to a verified lead ID.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real lead and confirm its assigned owner in Salesforce.
Questions about this workflow
Does BlitzAPI provide Salesforce lead IDs?
Not inherently. The prompt must identify or receive a valid Salesforce lead ID before the assignment action runs.
Does this create the lead?
This workflow applies assignment rules to an existing lead. Lead creation is a separate Salesforce action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blitz API to Salesforce. A trigger fires from one place; an action lands in another.
Blitz API 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.
Blitz API and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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