Route Check Cherry leads to the right Salesforce owner
Let your existing Salesforce rules decide who follows up.
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
New inquiries wait when ownership must be assigned manually.
- Reduce routing delays
- Use existing Salesforce rules
- Make ownership visible quickly
Setup
Build it in a few focused steps.
- 1Connect Check Cherry and Salesforce in Notis.
- 2Create an automation named Lead assignment routing.
- 3Tell Notis to apply Salesforce lead assignment rules to the lead id provided by each Check Cherry inquiry.
- 4Choose notis_webhook as the trigger and connect the inquiry webhook.
- 5Choose a report channel and test with one newly created lead.
Questions about this workflow
Must the lead already exist?
Yes. This action applies rules to a specific Salesforce lead id.
Does this change the assignment rules?
No. It applies the rules already configured in Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Check Cherry to Salesforce. A trigger fires from one place; an action lands in another.
Check Cherry 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.
Check Cherry 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.