Real-Time Contact Syncing via Webhook
Your customer or partner system sends contact data to Notis via webhook. Notis receives it and creates Salesforce contacts automatically. Contacts are in sync without manual CSV imports or data entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Contacts live in multiple systems and never sync. You manually export and import, or contacts get entered twice, or Salesforce is always behind.
- Sync contacts from any external system to Salesforce
- Eliminate manual contact imports and CSV work
- Keep Salesforce contacts current in real-time
- Reduce duplicate contact entry across systems
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis
- 2Create a webhook automation: "When a contact webhook is received, create a Salesforce contact"
- 3Get your webhook URL from Notis and add it to your source system (customer system, partner tool, etc.)
- 4Set your prompt: "When this webhook receives contact data (name, email, phone, company), create a Salesforce contact with that information. Check if the contact exists first to avoid duplicates."
- 5Test by sending sample contact data to the webhook and verify contacts appear in Salesforce
Questions about this workflow
What systems can send webhooks to Notis?
Any system that supports webhooks: HubSpot, customer.io, Zapier, your own app, etc. If it can send an HTTP POST, it works.
Can Notis deduplicate contacts?
Yes. Your prompt can specify: check by email first, or by name + company, and skip creation if a match is found.
What if the webhook data changes—will Notis update existing contacts?
By default, Notis only creates. You can adjust your prompt to update contacts if they already exist, creating a full sync.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Salesforce. A trigger fires from one place; an action lands in another.
Slack triggers
Salesforce actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
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 Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
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 Slack 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.