Capture Webhook Prospects as Salesforce Leads
Send prospect intake to Notis and let it create a Salesforce lead when the request includes the details your team needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Prospect submissions can sit outside the CRM while someone manually transfers them into Salesforce.
- Move prospect submissions into Salesforce
- Avoid repetitive lead entry
- Keep intake details in the CRM pipeline
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation and describe which submitted prospects should become leads.
- 3Choose a webhook trigger and use its HTTP request entry point to start runs.
- 4Choose where Notis should send run reports.
- 5Test by sending one real example request with a prospect's last name and company.
Questions about this workflow
What fields are needed to create a lead?
Salesforce lead creation requires a last name and company in standard setups. Your organization may also require additional fields.
Can Notis reject incomplete submissions?
Describe the required details in your instruction and tell Notis to report incomplete requests rather than create a lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Salesforce. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Timelinesai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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