Create accounts from Cloro company discovery
Move newly discovered companies from research into an organized account list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
New target companies stay outside the CRM until someone has time to enter them.
- Build a cleaner target account list
- Capture discoveries immediately
- Keep research and CRM aligned
Setup
Build it in a few focused steps.
- 1Connect Cloro and Salesforce once in Notis.
- 2Create the automation and describe the company criteria.
- 3Tell Notis to create a Salesforce account for each qualifying new company.
- 4Select notis_webhook for incoming Cloro results.
- 5Choose a report channel and test with one company payload.
Questions about this workflow
How are duplicates handled?
Ask Notis to search available Salesforce context before creating an account and report possible duplicates.
Can custom account fields be used?
Only use fields supported by your Salesforce organization and present in the available action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloro to Salesforce. A trigger fires from one place; an action lands in another.
Cloro 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.
Cloro and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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