Bring newly relevant companies into Salesforce
Save a company in Salesforce when outreach makes it important to track.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Company details learned during outreach can remain outside the CRM until someone has time to add the account manually.
- Create an account from supplied company details.
- Make relevant organizations easier to track in Salesforce.
- Reduce manual account creation.
Setup
Build it in a few focused steps.
- 1Connect Botdog and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis when a company in the webhook should become a Salesforce account and what supplied details to include.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and check for an existing account first.
Questions about this workflow
Can this check for duplicates first?
Ask Notis to check Salesforce for a matching account before creating one, using the company details available to it.
Are all account fields guaranteed to be accepted?
Your Salesforce organization may require specific fields or have org-level prerequisites for some fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botdog to Salesforce. A trigger fires from one place; an action lands in another.
Botdog 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.
Botdog 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.