Turn Website Form Submissions into Salesforce Accounts Instantly
Your website collects company information through forms. Instead of copying it manually into Salesforce, Notis receives the data via webhook and creates accounts automatically.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Website leads don't sync automatically to Salesforce. Your team copies company names, sizes, and industries by hand into the CRM, wasting time and introducing errors.
- Eliminate manual data entry
- Reduce lead response time
- Improve data accuracy
- Scale customer acquisition
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis via the portal integrations.
- 2Create a new automation: 'When a webhook receives company data from a form, create a Salesforce account.'
- 3Select 'Notis Webhook' as the trigger and copy the unique webhook URL.
- 4Add the webhook URL to your form builder (HubSpot, Typeform, custom form, etc.) to send submissions to Notis.
- 5Test by submitting a form and verifying the company account is created in Salesforce with all details.
Questions about this workflow
Which form builders can send data to this webhook?
Any form builder that supports webhooks: Typeform, Jotform, HubSpot, Zapier, or custom forms. Notis handles JSON payloads automatically.
What if the company already exists in Salesforce?
Notis checks for duplicates using company name or domain. You can configure it to skip duplicates, merge data, or flag for review.
Can I map specific form fields to Salesforce account fields?
Yes, through the plain-language prompt. Tell Notis which form fields matter (company name, industry, revenue) and it maps them correctly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Salesforce. A trigger fires from one place; an action lands in another.
Airtable triggers
Salesforce actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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 Airtable and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.