Create Salesforce leads from qualified prospects
Move qualified interest into your pipeline while the details are 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
Prospects discovered during research never become trackable leads.
- Captures qualified prospects quickly
- Reduces CRM backlog
- Keeps research connected to sales
Setup
Build it in a few focused steps.
- 1Connect Clockify and Salesforce in Notis once.
- 2Create an automation named Qualified prospect lead capture.
- 3Tell Notis to create a Salesforce lead when the Clockify payload marks a prospect as qualified, using only the supplied details.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one qualified prospect payload.
Questions about this workflow
What fields are required?
Provide at least the lead last name and company unless your Salesforce setup supports person accounts.
Can it avoid duplicate leads?
Yes. Ask Notis to search Salesforce before creating a lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clockify to Salesforce. A trigger fires from one place; an action lands in another.
Clockify 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.
Clockify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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