Create Salesforce contacts from Chartly events
Turn a person mentioned in a Chartly request into a ready-to-use Salesforce contact.
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
New people are easy to lose when their details stay inside one-off chart requests.
- Creates contacts without retyping
- Preserves incoming context
- Makes follow-up easier
Setup
Build it in a few focused steps.
- 1Connect Chartly and Salesforce in Notis once.
- 2Create a new automation for contact intake.
- 3Describe that Notis should create a Salesforce contact from each relevant webhook payload.
- 4Pick notis_webhook and choose where reports should go.
- 5Test with one payload containing a real contact.
Questions about this workflow
Does this require a Chartly trigger event?
No. Chartly has no trigger events, so the workflow uses a Notis webhook.
What if the payload is missing a last name?
Notis can report the missing requirement instead of creating an incomplete contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chartly to Salesforce. A trigger fires from one place; an action lands in another.
Chartly 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.
Chartly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.