Move researched prospects into Salesforce
Turn a researched prospect into a CRM lead while keeping the source context clear and the required details explicit.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Why this helps
Prospect research can stall between discovery and CRM entry when details must be copied by hand.
- Reduce repetitive entry for researched prospects
- Create leads only when required details are available
- Keep research context in the CRM
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 the qualification criteria and instruct Notis to create a lead only when LastName and Company are present in the request or Cody evidence.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one prospect that has the required details.
Questions about this workflow
What fields are explicitly required by this action?
LastName and Company are required. Salesforce organization rules may require additional fields.
What happens when details are missing?
Ask Notis to report the missing information rather than create an incomplete lead.
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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