Create Salesforce contacts from enriched BlitzAPI people
Bring an enriched person into Salesforce with less switching between research and CRM entry.
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
An enriched profile can sit outside the CRM while you switch tabs and retype contact details.
- Reduce repeated entry after contact enrichment.
- Use your prompt to define which enriched people are ready for the CRM.
- See the outcome of each run in your selected report channel.
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.
- 3In one instruction, describe how to find or enrich a person and when to create a Salesforce contact.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real enriched person and review the result.
Questions about this workflow
Will this create an account for the contact too?
This workflow creates a Salesforce contact. Create an account separately if your process requires one, using verified account information.
What if the Salesforce contact requires an account?
Include an instruction to create the contact only when you have a valid Salesforce account ID or other required details. The workflow cannot assume an account exists.
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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