Turn External Forms Into Salesforce Accounts
External applications send data to Notis via webhook. Notis converts that data into Salesforce accounts instantly, no manual integration needed.
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
Customer data from external forms, surveys, or applications requires manual entry into Salesforce. Data entry is error-prone and slow.
- External data flows directly into Salesforce without manual entry
- Account creation is instant and error-free
- Your tech stack integrates without coding
- Multiple external sources can feed into one workflow
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create a webhook automation: 'When an external form sends data to Notis, create an account in Salesforce.' Notis will provide you with a unique webhook URL.
- 3Share the webhook URL with whoever controls the external form or integration (e.g., your Typeform, custom app, or third-party service).
- 4Test by submitting data through the external form—an account appears in Salesforce within seconds.
Questions about this workflow
What data should the webhook send?
Send JSON with company information. At minimum: company name. Optionally: contact name, email, phone, website, industry, etc.
Can I map webhook fields to Salesforce fields?
Yes. Describe the mapping to Notis (e.g., 'use webhook field "company_name" as the Salesforce account name') and it's applied automatically.
What if the webhook data is incomplete?
Notis creates the account with available data and flags missing fields so your team can fill them in.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Salesforce. A trigger fires from one place; an action lands in another.
Linear triggers
Salesforce actions
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
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.
Project Properties Updated
Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.
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 Linear and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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