Multi-Source Contact Capture: One Place for Everyone
Contacts come in from your website, forms, email, and other tools. Notis captures all of them and creates contacts in Salesforce so you have one source of truth.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Contacts arrive from multiple sources—website forms, LinkedIn, email introductions. You manually enter them into Salesforce, miss some, and end up with a scattered database.
- All contacts flow into one Salesforce place
- No duplicate entry across tools
- Complete contact record from day one
- Team always knows where contacts come from
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2In each tool (website forms, Typeform, Airtable), send contact data to Notis's webhook.
- 3Tell Notis: 'When you get a contact from any source, create it in Salesforce.'
- 4Send test contacts from two different sources and verify they appear in Salesforce.
Questions about this workflow
What if the same contact comes from two sources?
Notis can detect duplicates by email and skip or merge them.
What fields get synced?
Name, email, phone, company. Tell Notis to extract or ignore other fields as needed.
Can I route contacts to different teams based on source?
Yes. Tell Notis to assign team members or add tags based on where the contact came from.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Salesforce. A trigger fires from one place; an action lands in another.
Google Drive triggers
Salesforce actions
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
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.
Not just Google Drive and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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