Keep Salesforce contact and account relationships aligned
When a Celigo process resolves the right Salesforce records, send their references to Notis and update the contact's account association.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
A contact can arrive through an integration without the account relationship that helps the team find and understand the customer context.
- Apply a supplied contact to account relationship in Salesforce.
- Keep contact records connected to the relevant customer account.
- Reduce manual relationship updates after integration handoffs.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named contact account association.
- 3Tell Notis to associate the referenced Salesforce contact with the referenced Salesforce account when both ids are valid.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and account reference pair.
Questions about this workflow
Can Notis guess the right account from a contact name?
This action updates a contact using record references. Supply valid Salesforce contact and account ids rather than relying on a guess.
What happens if either reference is invalid?
The update may fail. Review the run report and confirm both records exist and are accessible in the connected Salesforce org.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Celigo to Salesforce. A trigger fires from one place; an action lands in another.
Celigo 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.
Celigo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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