Build a useful intake form from every new Salesforce Lead
Give new leads a clear next step with a Byteforms form shaped around the information already in Salesforce.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create form
Tool to create a new form. use when you need to define and store a form structure.
Why this helps
New leads often arrive before anyone has decided what to ask next, leaving teams to assemble intake forms by hand.
- Create a consistent follow-up artifact as soon as a lead arrives.
- Reduce the time spent drafting qualification questions.
- Keep the form aligned with the lead context Salesforce provides.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Byteforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a Byteforms qualification form for each new Salesforce Lead, using available lead details and sensible standard questions where details are missing.
- 4Choose the New Lead trigger, then choose where run reports should go.
- 5Test with one real new Lead and review the form Notis creates.
Questions about this workflow
Does this submit a form to the lead automatically?
No. The available action creates the form. You can share it with the lead separately.
Can Notis use fields that are not present on the Lead?
Not automatically. Tell Notis what standard questions to include, or supply the missing context in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Byteforms. A trigger fires from one place; an action lands in another.
Salesforce triggers
Byteforms 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. use when you need to define and store a form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a form by its id. use when you need to remove an existing form permanently.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
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.
Get Form Responses
Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.
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 Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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