Create better informed Salesforce accounts from company research
When a company is ready for your CRM, send its details and website to Notis. BuiltWith can supply technology context for the new Salesforce account.
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
Creating an account from a bare company name leaves useful website and technology context for someone else to research later.
- Capture company and website context when adding an account.
- Give future research and outreach a useful starting point.
- Use a defined instruction for which BuiltWith findings belong in the account.
Setup
Build it in a few focused steps.
- 1Connect BuiltWith and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, state which company details to use, which technology findings to include, and how to handle possible existing accounts.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company domain and review the created account.
Questions about this workflow
What does the webhook request need?
Include the company details needed to create the account and its website domain for BuiltWith analysis.
Can this update an existing account instead?
The selected action creates an account. Define how Notis should handle a possible match before creation, and test that behavior carefully.
Are all Salesforce account fields guaranteed to be available?
The action supports creating an account with specified information, but required fields and custom field availability can depend on your Salesforce setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Builtwith to Salesforce. A trigger fires from one place; an action lands in another.
Builtwith 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.
Builtwith and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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