Capture new prospects found in reports
Route a new prospect into Salesforce when the Carbone report includes enough information to create a lead.
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
A promising prospect can be forgotten when its details only appear in a generated report.
- Capture qualified prospects where sales can find them.
- Require evidence of qualification in the source.
- Reduce manual transcription.
Setup
Build it in a few focused steps.
- 1Connect Carbone and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one.
- 3Ask Notis to create a lead only for an explicitly qualified new prospect.
- 4Choose a webhook trigger and run report destination.
- 5Test using a real report with lead name and company details.
Questions about this workflow
What does Salesforce need for a lead?
A lead generally needs a last name and company. Include these in the report or webhook context before asking Notis to create the record.
Does this update an existing lead?
No. The selected Salesforce action creates a lead. Use a workflow that lists leads first if you need to review potential duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Carbone to Salesforce. A trigger fires from one place; an action lands in another.
Carbone 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.
Carbone and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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