Capture new company introductions as Salesforce accounts
Give a newly introduced company a home in Salesforce while checking available account data before creating another record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
New companies mentioned in chats can be missed, while creating duplicates adds work later.
- Capture newly introduced organizations from conversation context.
- Check available Salesforce account data before adding another account.
- Use the company name actually provided in the conversation.
Setup
Build it in a few focused steps.
- 1Connect Botbaba and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to check available Salesforce account data for the company named in the incoming conversation, then create an account only when no reliable match exists and the company name is present.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company introduction and confirm the account is not a duplicate.
Questions about this workflow
Can this guarantee duplicate-free accounts?
No. The create account action does not guarantee duplicate detection. Ask Notis to check available account data using a reliable company identifier and report ambiguous matches.
Can it create an account without a company name?
No. The account creation action requires a name, so Notis should skip and report missing names.
Does Botbaba send the trigger?
Botbaba exposes no trigger events here. A Notis webhook must receive the HTTP request and conversation data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botbaba to Salesforce. A trigger fires from one place; an action lands in another.
Botbaba 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.
Botbaba and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.