Create a Basin qualification form when a Salesforce lead arrives
Give every new lead a clear next step by creating a Basin qualification form when Salesforce records the lead.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Why this helps
New leads can sit while someone remembers to prepare the right intake form and follow-up process.
- Prepare a consistent qualification form as new leads arrive.
- Reduce the manual handoff between lead capture and intake setup.
- Keep form creation tied to a real Salesforce lead event.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Basin once in the Notis portal.
- 2Create an automation named New Lead Qualification Form.
- 3Tell Notis: When Salesforce creates a lead, create a Basin form for lead qualification using the form name and project details I provide.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real lead and review the created form.
Questions about this workflow
Does this workflow create a separate form for every lead?
It follows the instruction you give Notis. Specify whether you want a reusable form or a form created for each lead.
Can it populate the form with Salesforce lead fields?
The listed Basin action creates a form with a name, timezone, project association, and optional settings. It does not list a way to prefill form fields from the lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Basin. A trigger fires from one place; an action lands in another.
Salesforce triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Tool to create a new webhook for a specific form. use when you need to programmatically add a webhook once you have the form id and callback url confirmed.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Project
Tool to create a new basin project. use when you need a new organizational container for forms. example: "create a project named marketing leads."
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.
Delete Form
Tool to delete a form. use when permanently removing a form after it's no longer needed. ensure the form id is correct; this operation is irreversible.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Integration
Tool to delete a form webhook integration. use when removing an obsolete integration by id.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Project
Tool to delete a project. use when you need to remove a project after confirming its id. returns the deleted project's details.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Webhook
Tool to delete a specific webhook. use when you need to remove a webhook from a form after confirming its id.
Connect any two apps with Notis in the middle.
Salesforce and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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