Route spoken prospect inquiries to the right Salesforce owner
Once an inquiry has enough confirmed detail to become a lead, Notis can create it and ask Salesforce to apply your configured assignment rules.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A new lead can sit unowned when voice intake and CRM entry happen in separate steps.
- Reduce delay between inquiry and routing
- Use the assignment rules your Salesforce team already configured
- Avoid routing records built from uncertain transcripts
Setup
Build it in a few focused steps.
- 1Connect CAMB.AI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for voice lead routing.
- 3Ask Notis to create a lead only when required details are clear, then apply Salesforce lead assignment rules to the created lead and report any missing details.
- 4Choose the webhook trigger and pick where run reports should go.
- 5Test with one qualified transcript and verify the lead owner.
Questions about this workflow
Does this configure Salesforce assignment rules?
No. Salesforce assignment rules must already be configured in your organization. This action applies the existing rules to the created lead.
What if the transcript does not identify a company?
Have Notis report the missing required information and stop before creating or routing the lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CAMB.AI to Salesforce. A trigger fires from one place; an action lands in another.
CAMB.AI 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.
CAMB.AI and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.