Give every new Salesforce lead a quick link
New lead in Salesforce? Notis can create a branded Dub shortcut to its record as soon as it arrives.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Upsert a Link
Tool to create or update a short link in Dub. Use when you need to create a new short link or update an existing one. If the link already exists (matching domain and key), it will be updated; otherwise, a new link will be created.
Why this helps
Finding and sharing a newly created lead record adds a small task to every handoff, and those tasks are easy to forget.
- Open a new lead record from a short, branded link.
- Reduce manual copying during lead handoffs.
- Keep the Salesforce record URL as the link destination.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dub once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Dub short link to each new Salesforce lead record, using the Salesforce record URL as the destination.
- 4Pick the New Lead trigger, choose where run reports should go, and test with one real lead.
Questions about this workflow
What does the link open?
The short link points to the new lead's Salesforce record URL.
Do I need to set up field mappings?
No. Describe the outcome in one instruction and select the trigger; Notis is prompt-based.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dub. A trigger fires from one place; an action lands in another.
Salesforce triggers
Dub actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Delete Links
Tool to delete multiple short links in bulk from Dub. Use when you need to remove multiple links at once. Maximum of 100 link IDs per request. Non-existing IDs are silently ignored.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk Update Links
Tool to update multiple short links in bulk. Use when you need to apply the same updates to multiple links at once by specifying link IDs or external IDs.
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 Domain
Tool to add a domain to a Dub workspace. Use when you need to create a new domain for shortening links. The domain must be verified before it can be used for link shortening.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Tag
Tool to create a new tag in Dub. Use when you need to organize links by creating custom tags. Tags help categorize and filter links for better organization.
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 Domain
Tool to delete a domain from your Dub workspace. Use when you need to permanently remove a domain. The domain must exist and be owned by your workspace.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Tag
Tool to delete a tag from Dub. Use when you need to remove a tag that is no longer needed.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Link Info
Tool to retrieve details of a specific short link from Dub. Use when you need to get comprehensive information about a link including its configuration, targeting settings, and performance metrics.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Links
Tool to retrieve a paginated list of links for the authenticated workspace. Use when you need to list links with optional filtering by domain, tags, folder, search terms, or user. Supports pagination and sorting for efficient retrieval of large link collections.
Connect any two apps with Notis in the middle.
Salesforce and Dub, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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