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Notis

Create Salesforce accounts from verified Bouncer domains

Turn validated company signals into organized Salesforce accounts.

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

New company records are delayed when domain validation and CRM setup are separate chores.

  • Capture new companies faster
  • Reduce bad account records
  • Standardize account intake

Setup

Build it in a few focused steps.

  • 1Connect Bouncer and Salesforce once in Notis.
  • 2Create an automation for verified account intake.
  • 3Tell Notis to create a Salesforce account for each new verified domain in the payload using the supplied account name and context.
  • 4Pick the webhook trigger and choose the report channel.
  • 5Test with one new company domain.

Questions about this workflow

What is required to create an account?

Provide an account name and any fields your Salesforce org requires.

Can existing accounts be skipped?

Yes. Ask Notis to check your supplied context and report likely duplicates.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bouncer to Salesforce. A trigger fires from one place; an action lands in another.

Bouncer triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Bouncer and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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