Add directory members to Salesforce contacts
Bring new directory members into the place where your team manages relationships and follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Maintaining member details in two systems by hand creates duplicate work and inconsistent contact records.
- Create a Salesforce contact from a member event
- Reduce repeated entry of available contact details
- Keep relationship work inside Salesforce
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Salesforce once in the Notis portal.
- 2Create a Notis automation with one instruction to create a Salesforce contact.
- 3Choose the Notis webhook trigger used for new member submissions.
- 4Choose the run report destination and test with one real member record.
Questions about this workflow
Does the action also link a Salesforce account?
The create contact action creates a contact. If account association is needed, include a reliable existing Salesforce account identifier and make that requirement explicit.
What if the member information is incomplete?
Have Notis create a contact only when required details are present, and send incomplete cases to the chosen report channel for review.
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
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