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Notis

Connect any source to Salesforce leads via webhook

You have leads coming from multiple places—landing pages, API calls, third-party tools. Notis webhooks let you feed any source directly into Salesforce as leads without custom integrations or APIs.

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

Leads arrive from various tools (forms, landing pages, partner systems), but integrating each one with Salesforce is complex. Many sources never get connected, so leads end up in scattered spreadsheets.

  • Connect any source: no custom API work needed
  • Unified lead flow: all sources feed into one Salesforce instance
  • Real-time ingestion: leads appear instantly
  • No lost leads: nothing escapes the CRM because of fragmented tools

Setup

Build it in a few focused steps.

  • 1Connect Salesforce to Notis.
  • 2Tell Notis: "Create a webhook that accepts lead data (name, email, company) and creates a Salesforce lead whenever it's called." Set the trigger to notis_webhook.
  • 3Notis provides you with a unique webhook URL.
  • 4Configure your external tool (form, API, etc.) to POST lead data to that URL.
  • 5Test by sending a sample lead through your webhook and confirming it appears in Salesforce.

Questions about this workflow

How do I send data to the webhook?

You POST JSON to the URL Notis provides. Documentation and examples are included. Most tools can do this without custom code.

Can Notis validate or clean the incoming data?

Yes. You might say, "Only create a lead if an email is provided" or "mark the source as 'Landing Page'." Notis applies your rules.

What if multiple sources send conflicting data?

Notis creates leads from all sources. If duplicates exist, you can ask Notis to deduplicate by email or merge records manually.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Jira to Salesforce. A trigger fires from one place; an action lands in another.

Jira triggers

Salesforce actions

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

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.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

TriggerInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Not just Jira and Salesforce. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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