Turn video inquiries into Salesforce leads
Move a new prospect from a video response into your CRM without another manual entry step.
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
New prospects can be lost when you have to stop content work to enter their details into the CRM.
- Create a lead from the prospect details in the request.
- Keep the originating video context with the lead information.
- Reduce duplicate data entry after a video inquiry.
Setup
Build it in a few focused steps.
- 1Connect Notis and Salesforce once in the portal.
- 2Create an automation in Notis and name it.
- 3Tell Notis to create a Salesforce lead from webhook inquiry details, including the required last name and company.
- 4Select the webhook trigger and the channel for run reports.
- 5Test with one real inquiry that includes the required lead details.
Questions about this workflow
What does the request need for a lead?
Include the prospect's last name and company, along with any other details you want Notis to use.
Will this create a lead from every video view?
No. It runs only when a webhook request is sent with inquiry details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Captions to Salesforce. A trigger fires from one place; an action lands in another.
Captions 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.
Captions and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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