Convert External Data Into Salesforce Leads
Any external application can send lead data to Notis via webhook. Leads appear in Salesforce automatically, ready for your sales team.
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 from external sources (forms, landing pages, partner integrations) require manual copying into Salesforce. Delays and data errors are common.
- Leads are instantly available in Salesforce
- No manual data entry or transcription errors
- Multiple external sources feed into one system
- Your sales team starts follow-up immediately
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create a webhook automation: 'When external data arrives via webhook, create a lead in Salesforce.' Notis provides a unique webhook URL.
- 3Configure your external source (form, landing page builder, partner API) to send data to Notis's webhook URL.
- 4Test by triggering a submission from the external source.
Questions about this workflow
What format should external data be in?
JSON is standard. Send fields like firstname, lastname, email, company, phone. Notis extracts and maps them automatically.
Can I customize how data maps to lead fields?
Yes. Tell Notis your mapping rules (e.g., 'use field X as company name') and it's applied to all incoming leads.
How do I prevent duplicate leads from being created?
Notis can deduplicate by email or company name. Configure your preference and it's enforced automatically.
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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