Route a lead through your Salesforce rules
When a lead is ready for routing, use Cody context to guide a request that applies your configured Salesforce assignment rules.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Apply lead assignment rules
Apply lead assignment rules to route a lead to its appropriate owner.
Why this helps
Leads can remain unassigned when routing requires someone to notice and take a separate manual step.
- Promptly apply existing routing rules
- Keep lead routing tied to a specific record
- Reduce a manual CRM handoff
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 when a lead is ready and ask Notis to apply configured assignment rules to the lead ID in the request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one lead that is ready for routing.
Questions about this workflow
Does this create new routing rules?
No. It applies assignment rules already configured in Salesforce.
What lead does it apply to?
Include the Salesforce lead ID in the request.
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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