Give new Salesforce leads a Classmarker account
When prospects need early training access, start the Classmarker account from the lead event and keep the handoff visible.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create ClassMarker User
Tool to create a new user in ClassMarker. Use after gathering user details to provision accounts. Provide user info and optional group assignments. Returns the complete API response.
Why this helps
Prospective learners can fall between lead intake and training setup when each system needs separate attention.
- Create training accounts as part of lead intake.
- Avoid re-entering lead details in Classmarker.
- Keep a report of provisioning runs for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Classmarker once in the Notis portal.
- 2Create a new automation in the portal or tell Notis from any channel.
- 3In one instruction, tell Notis when a lead should receive a Classmarker account and provide any required defaults.
- 4Choose the New Lead Trigger and select where run reports should go.
- 5Test with one real lead that is appropriate for training access.
Questions about this workflow
Does every new lead need to become a Classmarker user?
That depends on your process. State the criteria in your instruction and test a representative lead.
What if the lead is missing required user information?
Provide required defaults in your instruction where appropriate, and review the run report for incomplete or unsuccessful provisioning.
Does the trigger include all lead changes?
No. This workflow uses the New Lead Trigger, which runs when a new Salesforce lead is created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Classmarker. A trigger fires from one place; an action lands in another.
Salesforce triggers
Classmarker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Access List Item
Tool to add one or more access codes to an access list. Use after obtaining a valid access_list_id to grant exam access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a new question category
Tool to create a new question category. Use after confirming the parent category ID.
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 Group
Tool to create a new group. Use when you need to organize users into a specific group after planning your user structure.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Question
Tool to create a new question with specified text, type, and category. Use after finalizing details. Set verify_only=True to validate without creating.
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.
Create ClassMarker User
Tool to create a new user in ClassMarker. Use after gathering user details to provision accounts. Provide user info and optional group assignments. Returns the complete API response.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Access List Item
Tool to delete one or more codes from an access list. Use after confirming the list exists.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete API Key
Tool to delete an API key by its ID. Use when you need to revoke an API key immediately.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Group
Tool to delete a group by its ID. Use when you need to remove a group from ClassMarker.
Connect any two apps with Notis in the middle.
Salesforce and Classmarker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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