Move approved Breezy HR handoffs into Salesforce
Keep the Salesforce lead queue focused by creating records only for handoffs your instruction marks as approved.
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
Creating Salesforce records before a handoff is ready can create noise and cleanup for the receiving team.
- Apply an approval condition you explicitly state.
- Keep unapproved or ambiguous requests out of lead creation.
- Make the approval evidence and missing details visible in reports.
Setup
Build it in a few focused steps.
- 1Connect Breezy HR and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language, then name it and describe the outcome.
- 3In one instruction, define what counts as approval, the required lead details, and how to report ambiguous requests.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one approved request and one request that does not meet the condition.
Questions about this workflow
Does Breezy HR provide an approval trigger here?
No Breezy HR event is listed. The workflow starts when an HTTP request reaches the Notis webhook; the approval condition must be present in its details or your instruction.
Will it create a lead for ambiguous requests?
Your instruction should direct Notis to report ambiguity for review and create a lead only when the approval condition is clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breezy Hr to Salesforce. A trigger fires from one place; an action lands in another.
Breezy Hr 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.
Breezy Hr and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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