Catch prospect inquiries hiding in image work
A scheduled check can identify clear new prospect inquiries in accessible project intake and add them to Salesforce when the required details are present.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
A prospective client mentioned in a project intake can be missed when lead creation depends on someone remembering later.
- Catch clear prospect inquiries during a routine review.
- Check for existing leads before creating another.
- Report missing required information for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Claid ai and Salesforce once in Notis.
- 2Create an automation and describe what qualifies as a new prospect inquiry.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real inquiry and verify the lead details.
Questions about this workflow
What information is required?
Salesforce lead creation needs required fields, including last name and company in the usual setup. The workflow should report incomplete inquiries.
How does it avoid duplicates?
Instruct Notis to check Salesforce for a matching existing lead before creating a new one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Claid ai to Salesforce. A trigger fires from one place; an action lands in another.
Claid ai 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.
Claid ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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