Create Salesforce contacts from verified Browser details
Capture a verified person from web research in Salesforce, with the right account reference when one is supplied and confirmed.
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
Contact details collected during research can remain stranded in browser output, while entering them later invites mistakes.
- Create contact records from submitted, verified details.
- Keep contact creation tied to a clear account reference when supplied.
- Avoid guessing at missing or ambiguous contact information.
Setup
Build it in a few focused steps.
- 1Connect Browser tool and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a contact from submitted verified details only when the required last name is present and any account reference is valid.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact submission and verify its Salesforce record.
Questions about this workflow
Is an account reference always required?
The available event description requires a last name and says an existing account must be used if an account ID is provided. Follow your Salesforce org's requirements.
Will it invent missing contact details?
No. Instruct Notis to use only submitted or verified details and report missing required information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browser tool to Salesforce. A trigger fires from one place; an action lands in another.
Browser tool 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.
Browser tool and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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