Create Salesforce contacts from captured prospect pages
Capture a prospect page and let Notis put the useful contact details into Salesforce, ready for follow-up.
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
Copying names and company details out of captured pages interrupts research and leaves prospect records unfinished.
- Reduce manual copying from researched webpages.
- Keep captured prospect details in Salesforce.
- Review the run report when a record needs attention.
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 give it a name.
- 3Tell Notis to use captured contact details to create a Salesforce contact, avoiding duplicates when enough identifying information is available.
- 4Choose the notis_webhook trigger and select a report channel.
- 5Test with one real CaptureKit capture and review the run report.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. CaptureKit does not provide a trigger event in this workflow setup.
What details can Notis use?
Notis can use structured details returned by CaptureKit. Tell it which useful details to include; missing contact information may need manual review.
Does this workflow create a Salesforce account too?
No. It creates a contact. You can describe account association in the prompt if you have a reliable existing Salesforce account identifier.
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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