Move Cloudcart B2B prospects into Salesforce leads
Give promising business buyers a place in your sales workflow by creating a Salesforce lead from the details in the request.
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
Business prospects who appear through commerce activity can be overlooked when they are not yet in the CRM.
- Make B2B prospect details available to sales.
- Preserve company and contact context from the request.
- Capture the lead when required details are present.
Setup
Build it in a few focused steps.
- 1Connect Cloudcart and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Salesforce lead from a B2B prospect request only when the required lead details, including last name and company, are present.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect and confirm the lead details.
Questions about this workflow
What fields are required to create a lead?
Salesforce typically requires a last name and company for a lead. Provide the values and any additional fields your org requires.
Can Notis identify a B2B buyer from any order?
Only when the request or Cloudcart data contains enough information to determine the buyer is a business prospect.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudcart to Salesforce. A trigger fires from one place; an action lands in another.
Cloudcart 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.
Cloudcart and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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