Get Prospect Insights When You Need Them
Start a focused prospect research run from an HTTP request and receive ranked insights for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Why this helps
Ad hoc research requests often mean rebuilding context before you can decide what to do next.
- Start insight generation when a webhook request arrives.
- Use supplied identifiers or details to resolve the right prospect.
- Create a repeatable path for ad hoc research.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Autobound once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for on-demand prospect insights.
- 3Tell Notis which prospect details or identifiers to use from the request and ask Autobound for ranked insights after resolution.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test by sending one real example request and reviewing the insights.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. The request should include enough information to resolve the prospect.
What if the request has no usable identifier?
Tell Notis to report that the prospect could not be resolved and avoid generating insights for an uncertain match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Autobound. A trigger fires from one place; an action lands in another.
Salesforce triggers
Autobound actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Personalized Content
Tool to generate hyper-personalized sales content. Use after confirming contact and user details.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Autobound, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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