Turn a qualified social handoff into a Salesforce contact
Move a useful social conversation into the CRM with the context your team needs to 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
Promising social conversations can be forgotten when contact details and context are scattered across channels.
- Capture contact details with relevant conversation context.
- Give the team a Salesforce record to continue the conversation.
- Reduce manual transcription after a social handoff.
Setup
Build it in a few focused steps.
- 1Connect BulkPublish and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a Salesforce contact from supplied contact details and include only information appropriate to store.
- 4Choose the Notis webhook trigger and send a consented handoff with the person's details.
- 5Choose a report channel, then test with one real handoff.
Questions about this workflow
Does BulkPublish provide the contact details automatically?
No BulkPublish trigger events are listed. Include the details in the webhook request.
What details are required?
Provide the person's last name. Include other relevant details only when they are available and appropriate to store.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BulkPublish to Salesforce. A trigger fires from one place; an action lands in another.
BulkPublish 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.
BulkPublish and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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