Route Celigo leads through Salesforce assignment rules
Once a lead is present in Salesforce, let Notis apply the assignment rules your team already configured so the next owner is clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A newly integrated lead may sit without the right owner when assignment is not applied as part of the intake handoff.
- Use existing Salesforce assignment rules for routing.
- Reduce manual ownership triage after lead intake.
- Make routing part of a clear webhook handoff.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named Celigo lead routing refresh.
- 3Tell Notis to apply Salesforce lead assignment rules to the valid lead id supplied by the webhook after the lead is ready for routing.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead that is eligible for your configured assignment rules.
Questions about this workflow
Does Notis configure the assignment rules?
No. Salesforce assignment rules need to be configured in your organization; this workflow applies them to a referenced lead.
Does Celigo need to create the lead first?
The webhook should run after the lead exists and include its valid Salesforce id.
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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