Create Salesforce leads from Cloro research
Move promising prospects from Cloro research into Salesforce before they slip through the cracks.
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
Copying researched prospect details into Salesforce creates delays and inconsistent qualification.
- Capture researched prospects immediately
- Keep qualification context with each lead
- Reduce manual CRM entry
Setup
Build it in a few focused steps.
- 1Connect Cloro and Salesforce in Notis once.
- 2Create a new automation in Automations with a clear name and prompt.
- 3Describe how to identify qualified prospects and create a Salesforce lead.
- 4Choose the notis_webhook trigger and provide the webhook endpoint to Cloro.
- 5Choose a report channel, test with one real research result, and review the run report.
Questions about this workflow
What does Cloro send to Salesforce?
Notis uses the Cloro payload and your instruction to create a Salesforce lead with the available prospect details.
Can I define qualification rules?
Yes. State the criteria in the automation prompt, and identify any information Cloro does not provide.
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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