Capture VIN recall inquiries in Salesforce
Start a follow-up record from a VIN request and keep the vehicle details close at hand.
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
Recall questions arrive with vehicle details that are easy to lose before anyone follows up.
- Create a contact from an incoming inquiry
- Keep vehicle context available to the sales team
- Reduce retyping between vehicle research and CRM
Setup
Build it in a few focused steps.
- 1Connect CarsXE and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to look up the submitted VIN with CarsXE and create a Salesforce contact for the inquiry, including the vehicle details in a note.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real VIN inquiry.
Questions about this workflow
Does CarsXE start this workflow by itself?
No. CarsXE has no listed trigger event, so an HTTP request starts the automation through a Notis webhook.
What information should the request include?
Provide the VIN and the inquiry's contact details. Notis can use CarsXE's vehicle data for context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CarsXE to Salesforce. A trigger fires from one place; an action lands in another.
CarsXE 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.
CarsXE and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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