Save qualified outreach prospects as Salesforce contacts
Keep useful prospect details in Salesforce once your team is ready to treat them as a contact.
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
Qualified people can remain only in outreach records, forcing a second manual entry before the team can work with them in Salesforce.
- Create a Salesforce contact from webhook details.
- Reduce duplicate typing across outreach and CRM.
- Make qualified prospects available in Salesforce.
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 which prospect details represent a qualified contact and to create the Salesforce contact from those details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and review the created contact.
Questions about this workflow
Does the contact need an account?
An account association can be included when a valid existing Salesforce account is identified. Your organization may have additional requirements.
Will it create a contact for every prospect?
The instruction should specify the qualification condition represented in the webhook.
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.