Create Salesforce leads from qualified Celigo exception records
When a Celigo flow surfaces a prospect record that needs human follow-up, send it to Notis and create a lead in Salesforce with the context the flow provides.
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
Prospect details buried in integration exceptions can be missed or copied into Salesforce late, leaving follow-up to memory.
- Preserve prospect details from the Celigo payload in a Salesforce lead.
- Give sales a clear record to review and follow up.
- Reduce manual copying from integration exception reports.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named Celigo exception lead intake.
- 3Tell Notis to create a Salesforce lead only for qualified prospect records sent by the Celigo webhook, using available details and flagging missing required information in the run report.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real example payload to test the automation.
Questions about this workflow
Does Celigo provide a native trigger here?
No. This workflow starts when Celigo or another caller sends an HTTP request to the Notis webhook.
What if the payload is missing lead details?
Notis can report which required information is missing. Salesforce lead creation may require details such as last name and company depending on your org settings.
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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