Create Salesforce leads from Check Cherry inquiries
Capture every new inquiry in Salesforce while the details are still fresh.
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
Leads can sit in Check Cherry while follow-up gets delayed or forgotten.
- Centralize new inquiries in Salesforce
- Reduce manual data entry
- Start follow-up sooner
Setup
Build it in a few focused steps.
- 1Connect Check Cherry and Salesforce in Notis.
- 2Create an automation named New inquiry to Salesforce lead.
- 3Tell Notis to create a Salesforce lead from each incoming Check Cherry inquiry and include all available contact and event details.
- 4Choose notis_webhook as the trigger and send Check Cherry inquiry payloads to the webhook.
- 5Choose a report channel, then test with one real inquiry.
Questions about this workflow
What starts this workflow?
An HTTP webhook request containing a Check Cherry inquiry starts it.
What if a field is missing?
Notis can use the details present and leave unavailable Salesforce fields blank.
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
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