Bring selected Celigo contacts into Salesforce
When a contact is ready for your CRM, let Notis create the Salesforce record from the details Celigo sends so the team can continue the conversation.
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
Contact details arriving through integration work may remain in logs or queues instead of the CRM where follow-up happens.
- Create a Salesforce contact from an approved handoff.
- Preserve useful supplied details for customer work.
- Reduce rekeying between integration and CRM.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named contact handoff intake.
- 3Tell Notis to create a Salesforce contact from webhook records marked ready for intake, using available details and flagging missing required information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one approved contact payload and check the Salesforce record.
Questions about this workflow
What information does Salesforce require?
The required information depends on your org and the action. Contact creation commonly requires a last name, and any supplied account reference should identify an existing account.
Will it avoid duplicate contacts?
The described create action creates a contact. Use a reliable eligibility or deduplication signal in the handoff process before asking Notis to create records.
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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