Follow up with leads from your Captions videos
When a video brings in an inquiry, put the next step where your sales team already works.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Video inquiries can get buried while you switch from content work to Salesforce.
- Put the next step in Salesforce as soon as inquiry details arrive.
- Keep the video context with the follow-up.
- Reduce manual handoffs from content to sales.
Setup
Build it in a few focused steps.
- 1Connect Notis to Salesforce once in the portal.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis to create a Salesforce follow-up task using the contact, video, and inquiry details in each webhook request.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real example webhook and check the resulting Salesforce task.
Questions about this workflow
What starts this automation?
A Notis webhook request starts it. Include the lead or contact details and the relevant Captions video context in the request.
Does it generate the video?
No. This workflow creates a Salesforce task from details supplied in the webhook request.
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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