Give known callers a Salesforce contact record
When a Callingly event signals that a caller should become a contact, capture the supplied details in Salesforce.
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
A useful caller relationship can remain outside Salesforce when contact details are only in call history.
- Bring caller details into the contact list.
- Reduce manual CRM entry after a call.
- Keep contact creation tied to an explicit event and outcome.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a Salesforce contact only for the intended caller event, using details included in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real event and verify the contact details in Salesforce.
Questions about this workflow
Can the workflow attach the contact to an account?
The selected action creates a contact. If you need an account association, provide a valid existing account id and use an appropriate contact action or handle association separately.
What if the caller details are incomplete?
Have Notis report the missing details instead of inventing contact information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Salesforce. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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