Automate Record Duplication—Webhook-Triggered Cloning
Notis watches for your webhook and clones any Salesforce record with custom field updates so you don't have to duplicate manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Founders manually clone Salesforce records (contacts, leads, opportunities) which is repetitive and introduces copy errors.
- Clone any record without manual clicking—data is preserved and consistent.
- Apply custom field updates automatically (e.g., change owner, status, stage).
- Faster duplication workflows for templated processes.
- Reduce errors from manual copy-paste.
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'When I send a webhook with a record ID, clone it in Salesforce with these field updates' or build in Automations.
- 3Notis provides a webhook URL you'll call from your backend or external automation with a record ID and update map.
- 4Configure which fields to reset or update on the clone.
- 5Test by sending a sample webhook to clone a contact and verify it appears in Salesforce with updated fields.
Questions about this workflow
Can I clone records with nested child records?
Yes. For opportunities, Notis can clone line items. For accounts, you can include contacts. Configure which children to include.
What fields should I typically reset on a clone?
Usually: stage/status, owner, close date, amount, and any workflow-specific fields. Keep record name, description, and relationship fields.
Can I trigger this from Salesforce workflow instead of webhook?
Yes. Alternative is to use a Notis cron job or set up a Salesforce workflow rule to call the webhook on certain conditions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Salesforce. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Salesforce actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Not just Whatsapp and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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