Create Salesforce leads from BrainGraph research
Move a researched prospect into Salesforce while the context is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Valuable prospect research sits in BrainGraph while lead entry gets postponed.
- Capture prospects without retyping research
- Keep source context available for qualification
- Reduce delays between discovery and outreach
Setup
Build it in a few focused steps.
- 1Connect BrainGraph and Salesforce in Notis once.
- 2Create an automation named BrainGraph research to lead.
- 3Tell Notis to create a Salesforce lead from each qualified research brief and include the useful context.
- 4Choose the Notis webhook trigger and select a report channel.
- 5Send one real research brief to test the workflow.
Questions about this workflow
What starts this workflow?
A webhook request carrying a BrainGraph research brief starts it.
Can Notis decide whether a prospect is qualified?
Yes, describe the qualification rule in the automation instruction.
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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