Connect researched people to the right Salesforce account
Keep contact and company context together when Clay research provides a clear account match.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
Contacts can remain disconnected from the company context sales needs for account planning and follow-up.
- Keep contact records connected to relevant accounts.
- Reduce manual CRM relationship cleanup.
- Preserve company context for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Clay and Salesforce once in Notis.
- 2Create an automation instructing Notis to identify an existing contact and matching account from available data.
- 3Choose a webhook trigger for the company match signal.
- 4Choose where run reports should go.
- 5Test with one real match and verify the Salesforce contact's account.
Questions about this workflow
Does this create an account if no match exists?
No. This action associates a contact with an account by updating the contact's account field. It expects existing Salesforce records.
What if the Clay match is uncertain?
Tell Notis to leave the contact unchanged when the available data does not support a confident match, and report the ambiguity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Salesforce. A trigger fires from one place; an action lands in another.
Clay 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.
Clay and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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