Capture new partner companies from video referrals
Keep promising partner introductions from becoming another loose note to revisit later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Partner companies mentioned in video discussions can be forgotten before anyone creates a CRM record.
- Create an account from a submitted company referral.
- Keep the originating video or referral context in the account details when available.
- Give the team a record to use for partner follow-up.
Setup
Build it in a few focused steps.
- 1Connect Notis to Salesforce once in the portal.
- 2Create an automation and give it a name.
- 3Tell Notis to create an account from eligible partner referral webhook details, including the company name.
- 4Select the webhook trigger and a run report destination.
- 5Test with one real company referral.
Questions about this workflow
What is required to create the account?
Include the company name in the webhook request.
Is this the deprecated account action?
This workflow uses the listed Create Salesforce Account action, id 16712.
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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