Keep Census market research with the Salesforce record
Put the relevant demographic evidence beside the account, lead, or opportunity your team is discussing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Market research gets separated from CRM records, so teammates have to search for the context again.
- Keep demographic findings available alongside the relevant CRM record.
- Create a concise, reusable research summary.
- Make handoffs easier with context in the shared system.
Setup
Build it in a few focused steps.
- 1Connect Census bureau and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis which geography and Census indicators to summarize, and provide the Salesforce record and note title to use.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real record and check the attached note.
Questions about this workflow
What record can receive the note?
Provide the Salesforce record details for the account, lead, opportunity, or other supported record you want the note attached to.
Can this note include private prospect data from Census?
Census statistics are demographic aggregates. Provide any prospect-specific or confidential context separately and only when appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Census bureau to Salesforce. A trigger fires from one place; an action lands in another.
Census bureau 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.
Census bureau and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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