Capture Classmarker referrals as Salesforce leads
Turn an explicitly identified referral into a Salesforce lead with the context needed for a timely, personal follow-up.
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
Referrals can be easy to lose when the introduction arrives alongside assessment activity instead of the usual lead intake.
- Capture referral context while it is fresh.
- Reduce duplicate data entry.
- Create leads only when the request supports it.
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 Salesforce lead only for an explicitly stated referral with the required lead details, preserving the referral context provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one complete referral request and one request without referral evidence.
Questions about this workflow
Can it invent a referral source?
No. It can preserve a source included in the request, but should flag a missing source rather than infer one.
What minimum details are needed?
The request must meet your Salesforce lead requirements, typically including last name and company unless person accounts are enabled.
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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