Bring qualified business listings into Salesforce accounts
Promote relevant businesses into Salesforce with a clear account record for relationship work.
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
Qualified businesses can remain trapped in a directory when account creation depends on manual review and copying.
- Create accounts only when stated criteria are met
- Keep qualifying listing details available in Salesforce
- Reduce manual account setup
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Salesforce once in the Notis portal.
- 2Create a Notis automation and state the qualification criteria and account outcome.
- 3Choose a Notis webhook trigger for the listing submission or review request.
- 4Choose where run reports go and test with one qualified listing.
Questions about this workflow
Can Notis decide whether a listing is qualified?
Yes, when you provide clear criteria and the webhook includes the information needed to evaluate them. Criteria requiring unavailable data must be supplied.
Is account creation reversible?
The create account action adds a Salesforce account. Review the qualification instruction and test with one real example before relying on it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Salesforce. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.