Turn video interview requests into Salesforce contacts
Keep interview participants in the CRM so your team can follow up without re-entering their details.
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
Participant details can stay trapped in production notes instead of reaching the people who need to follow up.
- Create a Salesforce contact from submitted participant details.
- Keep interview-related outreach in the CRM.
- Reduce manual copying between production and sales workflows.
Setup
Build it in a few focused steps.
- 1Connect Notis and Salesforce once in the portal.
- 2Create an automation and name it.
- 3Tell Notis to create a Salesforce contact from each eligible interview request webhook, using the submitted details.
- 4Select the webhook trigger and a run report destination.
- 5Test with one real request and verify the contact details.
Questions about this workflow
Can the contact be linked to an account?
Include an existing account identifier in the request if you want to associate the contact with an account.
What should be included in the request?
Provide the participant details you want saved, including a last name.
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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