Capture qualified Bolna callers as Salesforce leads
Move promising voice conversations into Salesforce while the details are fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
A strong caller can disappear into call logs before anyone creates a lead or records what they need.
- Capture prospect details without switching between call records and Salesforce.
- Include relevant intent and conversation context when available.
- Keep uncertain or incomplete caller details out of Salesforce until they can be confirmed.
Setup
Build it in a few focused steps.
- 1Connect Bolna and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome in one instruction: create a Salesforce lead for a caller who clearly qualifies, using only details present in the Bolna request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and check the created lead.
Questions about this workflow
What makes a caller qualified?
Describe your qualification criteria in the automation instruction. Notis should use only signals present in the request and avoid guessing missing details.
What if the caller's details are incomplete?
Instruct Notis to skip lead creation when required details are missing and report what needs review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bolna to Salesforce. A trigger fires from one place; an action lands in another.
Bolna 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.
Bolna and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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