Move assessment contact details into Salesforce
Avoid retyping verified contact details by creating a Salesforce contact from an intake request that contains the necessary information.
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
Contact details shared during assessment setup can get stranded before they reach the relationship record your team uses.
- Reduce manual contact entry.
- Keep assessment-related contacts discoverable in Salesforce.
- Flag missing or ambiguous account context.
Setup
Build it in a few focused steps.
- 1Connect Classmarker and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: create a contact only when the request contains the required identity details and any needed account identifier.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and check the contact fields in Salesforce.
Questions about this workflow
Can it create a contact without an account?
That depends on your Salesforce configuration. Include an existing account identifier when your org requires one.
Will it deduplicate contacts automatically?
The prompt can ask Notis to check available Salesforce context before creating, but reliable matching depends on the identifiers and records available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Classmarker to Salesforce. A trigger fires from one place; an action lands in another.
Classmarker 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.
Classmarker and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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