Route qualified BrainGraph leads automatically
Send a qualified lead to the right owner as soon as research confirms fit.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Leads wait in an unassigned queue after qualification.
- Shorten time to first response
- Use existing Salesforce routing logic
- Remove manual queue checks
Setup
Build it in a few focused steps.
- 1Connect BrainGraph and Salesforce in Notis once.
- 2Create an automation named BrainGraph lead routing.
- 3Tell Notis to apply Salesforce assignment rules to each qualified lead.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test with one qualified lead id.
Questions about this workflow
Does this create a lead?
No, it applies assignment rules to an existing lead.
Can it run only after a qualification statement?
Yes, define the required statement in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BrainGraph to Salesforce. A trigger fires from one place; an action lands in another.
BrainGraph 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.
BrainGraph and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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