Turn prospect research into a Salesforce lead
Send Notis a company or person to research. It can search public web content, capture useful prospect context, and add a lead for your next sales conversation.
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 research gets scattered across tabs, and promising names never make it into the sales pipeline.
- Capture prospects while the research is fresh.
- Keep public source context with the lead details when available.
- Reduce manual copying between search results and Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Ceramic and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe the outcome in one instruction, including what prospect information to include and what to do when details are missing.
- 4Choose a webhook trigger and select where Notis should send run reports.
- 5Test with one real prospect research request and review the created lead.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the automation. Include the person or company to research in the request.
Will it invent missing lead details?
No. Notis can use public results returned by Ceramic, and should leave unavailable details out rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ceramic to Salesforce. A trigger fires from one place; an action lands in another.
Ceramic 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.
Ceramic and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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