Instant Lead Capture: Forms to Salesforce in Real-Time
Every form submission becomes a Salesforce lead automatically. No copy-pasting, no manual entry, no dropped leads.
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
Leads come in from websites, Typeform, landing pages. You manually copy data into Salesforce, mix up fields, forget to add the lead before moving to the next thing.
- Every lead lands in Salesforce before you even see it
- Zero manual typing or field mapping
- Never lose a lead to a forgotten copy-paste
- Keep your sales team in sync without Slack reminders
Setup
Build it in a few focused steps.
- 1Connect your Salesforce account to Notis (one-time setup in the portal).
- 2In your form platform (Typeform, Zapier, custom webhook), point submissions to Notis's webhook URL.
- 3Tell Notis: 'When you get a form submission, create a lead in Salesforce with that person's info.'
- 4Send yourself a test form submission and verify the lead appears in Salesforce.
Questions about this workflow
Where do I get the webhook URL?
Notis shows it in the Automations panel under Webhooks. Copy and paste into your form platform.
What if the form has extra fields Salesforce doesn't need?
Notis ignores them. Tell Notis which fields map to Salesforce lead fields in plain language if needed.
Can I use this with my custom landing page?
Yes. Any tool that sends HTTP webhooks can trigger this—Zapier, custom code, third-party forms.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Salesforce. A trigger fires from one place; an action lands in another.
Google Drive triggers
Salesforce actions
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
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 Google Drive and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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