Route webhook leads automatically via Salesforce rules
You have leads flowing in from a custom API, partner tool, or form handler via webhook. Notis receives those leads and instantly applies your Salesforce assignment rules to route them to the right rep based on territory, product, or any criteria you've configured—so no lead gets stuck in the queue.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Leads arriving from webhooks sit unassigned in Salesforce until someone manually routes them, creating delays that cool down prospect interest.
- Route inbound leads to owners instantly—no assignment delays
- Apply consistent assignment logic to all lead sources
- Reduce lead response time and win rate
- Eliminate bottlenecks in lead distribution
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis and get a webhook URL.
- 2Tell Notis: 'When you receive lead data on the webhook, create a lead and apply assignment rules to route it automatically.'
- 3Configure your external tool to POST lead data to the Notis webhook.
- 4Choose your notification channel for lead confirmations.
- 5Send a test lead through the webhook and verify it appears assigned in Salesforce.
Questions about this workflow
Can I use custom assignment logic instead of Salesforce rules?
Yes. Describe your routing logic in the prompt and Notis applies it (e.g., 'route to the rep with fewest leads' or 'assign to regional managers').
What if a webhook lead matches an existing lead?
Notis can deduplicate by email or ID, update the existing lead, or create a new one. You control the merge behavior.
Can I rate-limit webhook leads?
Yes. If you need to batch or throttle leads, describe that in your prompt (e.g., 'batch leads into a daily summary' or 'create only 10 per hour').
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Salesforce. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Salesforce actions
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
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.
New Sheet Added in Google Spreadsheet
Polling trigger that detects when a new sheet is added to a Google Spreadsheet.
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 Sheets and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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