Turn verified company research into an account
Create a Salesforce account from company context your team has gathered, while keeping unsupported details out of the record.
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.
Why this helps
Company research often needs to be re-entered before teams can manage the relationship in Salesforce.
- Move researched companies into Salesforce
- Reduce repetitive data entry
- Avoid filling gaps with guesses
Setup
Build it in a few focused steps.
- 1Connect Cody and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which verified company details to use and require a company name before creating the account.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one company whose name and details are confirmed.
Questions about this workflow
What is required for account creation?
The listed action requires an account name. Other details may depend on Salesforce configuration.
Will Notis fill in unknown company details?
Instruct Notis to leave unsupported details out and report what is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Salesforce. A trigger fires from one place; an action lands in another.
Cody triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Create a new account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort query job
Add contact to campaign
Add a contact to a campaign to track engagement.
Add lead to campaign
Add a lead to a campaign to track engagement.
Add product to opportunity
Add a product to an opportunity using its associated price book.
Apply lead assignment rules
Apply lead assignment rules to route a lead to its appropriate owner.
Associate contact to account
Associate a contact with an account, replacing any existing account association.
Clone opportunity with products
Clone an opportunity, optionally including its products.
Connect any two apps with Notis in the middle.
Cody and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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