Keep new lead context close to customer research
New leads can reveal what buyers need. Capture their Salesforce details in Dovetail while the context is fresh.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Why this helps
Lead details often stay buried in Salesforce, far from the research themes that could guide your next conversation.
- Preserve useful lead context for research review.
- Reduce manual copying between sales and research tools.
- Make recurring buyer needs easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dovetail once in the Notis portal.
- 2Create an automation named New Lead Research Capture.
- 3Tell Notis to summarize useful new lead context as a Dovetail data point, retaining only available details.
- 4Pick the Salesforce New Lead trigger and choose where run reports go.
- 5Test with one real Salesforce lead.
Questions about this workflow
What starts this automation?
A newly created Salesforce Lead event starts it.
Does this create a Dovetail contact too?
No. This workflow creates a data point. Create a separate contact workflow if you want a Dovetail contact record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dovetail. A trigger fires from one place; an action lands in another.
Salesforce triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
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 Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
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 Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Salesforce and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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