Create contacts from Cloro person discovery
Keep the people behind your target accounts ready for thoughtful outreach.
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
Researching a person is wasted effort when their details never reach the CRM.
- Preserve researched contact details
- Improve account coverage
- Reduce copy and paste work
Setup
Build it in a few focused steps.
- 1Connect Cloro and Salesforce in Notis once.
- 2Create an automation with the contact qualification criteria.
- 3Tell Notis to create a Salesforce contact and associate it when matching account information exists.
- 4Choose notis_webhook as the trigger.
- 5Select a report channel and test with one real person result.
Questions about this workflow
What if the account is unknown?
Tell Notis to report the missing account or create the contact only when a valid association is available.
Can this create people from any Cloro result?
Use your prompt to limit creation to people who meet your role, company, or relevance criteria.
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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