Turn qualified caller details into Salesforce leads
Capture promising phone inquiries while the conversation is still fresh. Send Callerapi details to Notis and create a lead for the team to qualify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Potential buyers who call can be forgotten when their details never make it into the lead queue.
- Capture caller inquiries in the Salesforce lead list.
- Use the details and qualification context supplied in the webhook request.
- Give the team a clear starting point for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Callerapi and Salesforce once in the Notis portal.
- 2Create an automation and name it for qualified caller capture.
- 3Tell Notis when the request represents a qualified inquiry, create a Salesforce lead, and include the supplied caller details.
- 4Choose the webhook trigger and where Notis should send run reports.
- 5Test with one real, qualified Callerapi inquiry.
Questions about this workflow
What counts as a qualified caller?
Describe your qualification criteria in the instruction to Notis. Callerapi must send the relevant evidence in its webhook request for Notis to assess.
What information is needed to create a lead?
Salesforce typically requires a last name and company for a lead. Make sure the request includes those values or the record may fail to create.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callerapi to Salesforce. A trigger fires from one place; an action lands in another.
Callerapi 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.
Callerapi and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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