Capture new prospect interest from CardClan card interactions
When a card interaction surfaces a real prospect, send its details to Notis and create a lead your team can qualify.
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 new prospect can be overlooked when interest arrives as a reply or introduction around a card campaign.
- Create a lead only when submitted details represent a new prospect.
- Keep the source card context available in the lead details where supported.
- Avoid losing an introduction in a busy inbox.
Setup
Build it in a few focused steps.
- 1Connect CardClan and Salesforce once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to create a Salesforce lead from a submitted CardClan interaction only when it indicates a new prospect, using the required lead details in the request.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real prospect interaction that includes the required lead information.
Questions about this workflow
What information is required to create the lead?
Salesforce lead creation requires the information configured as mandatory in your org. Include at least the person's last name and company unless your Salesforce setup supports person accounts.
Will this make a lead for every card recipient?
No. Instruct Notis to create a lead only when the submitted interaction represents a new prospect, not for routine card delivery.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CardClan to Salesforce. A trigger fires from one place; an action lands in another.
CardClan 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.
CardClan and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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