Turn prospect research into Salesforce leads
Send Notis a prospect page and let it gather the available details before creating a Salesforce lead.
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
Research details scattered across browser tabs are easy to lose before they reach your pipeline.
- Capture prospect details while they are fresh
- Reduce copy and paste between research and Salesforce
- Flag missing information instead of guessing
Setup
Build it in a few focused steps.
- 1Connect Cloudflare browser rendering and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to inspect the submitted prospect page, create a Salesforce lead from supported details, and report any missing required information.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect page and review the created lead.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the page or URL you want Notis to inspect.
Will Notis invent missing lead details?
No. It should use information found on the page and report details that are missing, including required Salesforce information such as last name or company.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudflare browser rendering to Salesforce. A trigger fires from one place; an action lands in another.
Cloudflare browser rendering 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.
Cloudflare browser rendering and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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