Turn captured company research into Salesforce leads
Keep early prospect research moving by turning a captured company page into a lead for your next sales 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
Promising prospects can sit in research notes because entering a lead takes another context switch.
- Convert researched prospects into actionable leads.
- Use the company and contact information already extracted.
- Keep the workflow prompt based and easy to adjust.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for lead capture.
- 3Describe how Notis should create a lead from the captured page, including how to handle required details such as last name and company.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test with one real company capture and check the Salesforce result.
Questions about this workflow
What information does Salesforce need for a lead?
Salesforce lead creation commonly requires a last name and company. Make sure the captured page provides them or instruct Notis how to handle missing details.
Does CaptureKit start the automation directly?
CaptureKit has no listed trigger event here. The automation starts when a request reaches its Notis webhook.
Can I control what Notis does with incomplete captures?
Yes. State in the prompt whether to skip incomplete records or include only records with the required information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Salesforce. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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