Turn signed Boloforms agreements into Salesforce contacts
When a new agreement is signed, let Notis carry the signer details into Salesforce so your team can follow up without retyping them.
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
Signer details can sit in a completed agreement while someone still needs to create the Salesforce contact by hand.
- Reduce duplicate data entry after signature
- Keep signer details available for sales follow-up
- Use a single webhook start for each agreement
Setup
Build it in a few focused steps.
- 1Connect Boloforms and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Salesforce contact using signer details from the incoming Boloforms webhook, and leave unavailable details blank.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real signed agreement.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Configure Boloforms or your connected workflow to send the signed agreement details to that webhook.
Will it fill in details not present in the agreement?
No. Notis can use only details returned by the webhook; provide any extra information in your instruction or leave it absent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Salesforce. A trigger fires from one place; an action lands in another.
Boloforms 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.
Boloforms and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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