Route newly created leads with Salesforce rules
Let your existing Salesforce lead rules direct a newly created lead to the right owner.
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
A new lead can sit without an owner when the routing step is missed after CRM entry.
- Apply your organization's existing lead routing rules.
- Reduce the gap between lead creation and ownership.
- Keep routing decisions consistent with Salesforce configuration.
Setup
Build it in a few focused steps.
- 1Connect Bread & Butter and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for lead routing.
- 3Tell Notis to apply Salesforce assignment rules to the supplied lead identifier after a successful lead creation or when the request explicitly identifies an existing lead.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead example and confirm its Salesforce owner.
Questions about this workflow
Does this action create a lead?
No. It applies assignment rules to a specific existing lead. Provide the lead identifier or pair this workflow with a separate lead creation process.
Do assignment rules need to be configured?
Yes. Salesforce must have applicable lead assignment rules set up for the routing to produce the intended owner.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bread & Butter to Salesforce. A trigger fires from one place; an action lands in another.
Bread & Butter 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.
Bread & Butter and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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