Process new Salesforce leads in AppDrag
A new lead can kick off your AppDrag intake process as soon as it appears in Salesforce.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Execute Cloud Backend function via POST
Tool to execute a Cloud Backend API function via POST on the default environment. Use when you need to call a function with POST parameters and optional APIKey.
Why this helps
Copying new leads into downstream processes takes attention away from follow-up and makes it easier for an inquiry to sit idle.
- Start AppDrag intake logic when Salesforce creates a lead.
- Reduce manual handoffs between sales and website operations.
- Keep lead processing consistent as inquiries arrive.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and AppDrag once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to send new Salesforce lead details to your AppDrag intake function for processing.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real lead and confirm your existing AppDrag function handles the request.
Questions about this workflow
What starts this automation?
The Salesforce New Lead Trigger starts it when a new Lead record is created.
Does this create an AppDrag function for me?
No. It calls an existing Cloud Backend function. Set up the function in AppDrag and describe the desired request to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Appdrag. A trigger fires from one place; an action lands in another.
Salesforce triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Tool to execute a Cloud Backend API function via DELETE on the default environment. Use when you need to call a function with DELETE parameters and optional APIKey.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Tool to execute the pre-production version of a Cloud Backend API function via DELETE. Use when you need to test or validate delete operations in the preprod environment before production deployment.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Execute PROD API Function (GET)
Tool to execute a production Cloud Backend API function via GET. Includes robust URL handling and fallbacks to accommodate management base URLs.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Execute Dev Function (PATCH)
Tool to execute the development version of a Cloud Backend API function via PATCH. Use after deploying or updating your function to the dev environment.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Execute Cloud Backend function via POST
Tool to execute a Cloud Backend API function via POST on the default environment. Use when you need to call a function with POST parameters and optional APIKey.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Execute Function POST (Preprod Env)
Tool to execute a Cloud Backend API function via POST on the preprod environment. Use when you need to test a function in the preprod environment before releasing to production. Include apiKey if your function requires APIKey security.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Execute Cloud Backend function via PUT (default)
Tool to execute a Cloud Backend API function via PUT on the default environment. Use when you need to call a function with PUT parameters and optional APIKey.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Execute Cloud Backend function via PUT (preprod)
Tool to execute a Cloud Backend API function via PUT on the preprod environment. Use when you need to call a function with PUT parameters and optional APIKey in preprod.
Connect any two apps with Notis in the middle.
Salesforce and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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